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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 | $7,038 | $211,946-96.7% | $169,452-95.8% | $135,379-94.8% |
| Participation rate | 35.7% | 82.6%-46.9pp | 77.8%-42.1pp | 82.6%-46.9pp |
| Annual return | -7.13% | 3.26%-10.4pp | 1.83%-9.0pp | 519.79%-526.9pp |
| Employer contribution / active EE | $555 | $5,117-89.2% | $4,157-86.6% | $4,779-88.4% |
| Participant deferral / active EE | $643 | $6,075-89.4% | $5,277-87.8% | $5,609-88.5% |
| Admin fee / account holder | $4,414 | $11,472-61.5% | $9,110-51.6% | $10,828-59.2% |