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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 | $7,636 | $91,911-91.7% | $68,612-88.9% | $135,380-94.4% |
| Participation rate | 7.7% | 76.7%-69.0pp | 72.2%-64.5pp | 82.6%-74.9pp |
| Annual return | -1.23% | -8.22%+7.0pp | -4.63%+3.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $536 | $4,315-87.6% | $3,311-83.8% | $5,609-90.4% |
| Admin fee / account holder | $18,945 | $9,240+105.0% | $5,131+269.2% | $10,828+75.0% |