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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 | $9,371 | $84,518-88.9% | $67,704-86.2% | $125,389-92.5% |
| Participation rate | 9.5% | 74.8%-65.3pp | 67.5%-58.0pp | 83.2%-73.7pp |
| Annual return | -3.00% | 2.57%-5.6pp | 25.41%-28.4pp | 282.24%-285.2pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $334 | $4,430-92.5% | $3,585-90.7% | $5,352-93.8% |
| Admin fee / account holder | $3,491 | $5,340-34.6% | $4,255-18.0% | $9,541-63.4% |