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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 | $9,804 | $52,911-81.5% | $73,309-86.6% | $59,633-83.6% |
| Participation rate | 59.2% | 68.2%-9.1pp | 74.9%-15.8pp | 68.7%-9.5pp |
| Annual return | -0.94% | 12.20%-13.1pp | 5.67%-6.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $249 | $1,909-86.9% | $3,237-92.3% | $2,203-88.7% |
| Participant deferral / active EE | $704 | $4,069-82.7% | $4,991-85.9% | $3,192-77.9% |
| Admin fee / account holder | $1,738 | $3,835-54.7% | $5,635-69.2% | $4,297-59.6% |