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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 | $11,448 | $52,678-78.3% | $75,784-84.9% | $59,633-80.8% |
| Participation rate | 7.9% | 67.2%-59.4pp | 75.8%-68.0pp | 68.7%-60.8pp |
| Annual return | -0.29% | 2.95%-3.2pp | 9.68%-10.0pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $174 | $2,591-93.3% | $3,652-95.2% | $3,192-94.5% |
| Admin fee / account holder | $4,277 | $3,610+18.5% | $5,300-19.3% | $4,297-0.5% |