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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 | $4,555 | $95,188-95.2% | $76,518-94.0% | $135,379-96.6% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -5.59% | 4.85%-10.4pp | -0.27%-5.3pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,159 | $3,303-64.9% | $2,647-56.2% | $4,779-75.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,524 | $6,249-75.6% | $4,849-68.6% | $10,828-85.9% |