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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 | $9,394 | $92,219-89.8% | $76,768-87.8% | $135,379-93.1% |
| Participation rate | 46.7% | 79.8%-33.1pp | 77.0%-30.3pp | 82.6%-36.0pp |
| Annual return | -3.79% | 5.46%-9.3pp | 2.43%-6.2pp | 519.79%-523.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $316 | $4,508-93.0% | $3,852-91.8% | $5,609-94.4% |
| Admin fee / account holder | $2,100 | $10,749-80.5% | $6,675-68.5% | $10,828-80.6% |