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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 | $9,778 | $167,353-94.2% | $143,797-93.2% | $134,545-92.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -12.47% | 0.48%-12.9pp | -0.04%-12.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $319 | $6,447-95.0% | $5,638-94.3% | $6,401-95.0% |
| Admin fee / account holder | $14,683 | $18,096-18.9% | $14,6790% | $11,431+28.4% |