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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 | $4,059 | $134,008-97.0% | $112,270-96.4% | $134,554-97.0% |
| Participation rate | 35.0% | 78.6%-43.6pp | 75.1%-40.1pp | 81.2%-46.2pp |
| Annual return | -11.89% | 47.18%-59.1pp | 27.49%-39.4pp | 418.46%-430.3pp |
| Employer contribution / active EE | $1,287 | $4,040-68.2% | $3,635-64.6% | $4,742-72.9% |
| Participant deferral / active EE | $252 | $5,292-95.2% | $4,729-94.7% | $6,401-96.1% |
| Admin fee / account holder | $4,095 | $7,493-45.4% | $6,411-36.1% | $11,430-64.2% |