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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 | $6,807 | $53,546-87.3% | $69,890-90.3% | $68,490-90.1% |
| Participation rate | 38.5% | 64.5%-26.1pp | 70.5%-32.0pp | 67.9%-29.4pp |
| Annual return | -19.11% | -13.87%-5.2pp | 190.84%-209.9pp | -7.85%-11.3pp |
| Employer contribution / active EE | $511 | $2,019-74.7% | $2,560-80.1% | $2,597-80.3% |
| Participant deferral / active EE | $15 | $2,957-99.5% | $3,848-99.6% | $4,028-99.6% |
| Admin fee / account holder | $1,412 | $4,693-69.9% | $6,267-77.5% | $5,403-73.9% |