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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,448 | $40,275-76.5% | $57,356-83.5% | $59,633-84.2% |
| Participation rate | 26.5% | 69.1%-42.7pp | 75.1%-48.6pp | 68.7%-42.2pp |
| Annual return | -1.87% | 27.52%-29.4pp | 24.41%-26.3pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $283 | $2,400-88.2% | $3,162-91.1% | $3,192-91.1% |
| Admin fee / account holder | $2,643 | $2,820-6.3% | $3,357-21.3% | $4,297-38.5% |