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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 | $9,059 | $56,197-83.9% | $67,652-86.6% | $59,633-84.8% |
| Participation rate | 65.9% | 71.5%-5.6pp | 75.7%-9.8pp | 68.7%-2.8pp |
| Annual return | -0.32% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $963 | $1,615-40.4% | $2,266-57.5% | $2,203-56.3% |
| Participant deferral / active EE | $1,112 | $2,844-60.9% | $3,560-68.8% | $3,192-65.2% |
| Admin fee / account holder | $544 | $3,958-86.3% | $4,821-88.7% | $4,297-87.3% |