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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 | $9,876 | $127,100-92.2% | $105,738-90.7% | $135,382-92.7% |
| Participation rate | 45.5% | 82.7%-37.2pp | 76.3%-30.9pp | 82.6%-37.2pp |
| Annual return | -2.14% | 4.49%-6.6pp | 6.27%-8.4pp | 519.77%-521.9pp |
| Employer contribution / active EE | $804 | $4,107-80.4% | $3,268-75.4% | $4,779-83.2% |
| Participant deferral / active EE | $160 | $5,064-96.8% | $4,080-96.1% | $5,609-97.1% |
| Admin fee / account holder | $19,349 | $9,087+112.9% | $6,913+179.9% | $10,829+78.7% |