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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 | $9,594 | $45,152-78.8% | $73,835-87.0% | $59,633-83.9% |
| Participation rate | 27.3% | 64.0%-36.7pp | 73.4%-46.2pp | 68.7%-41.4pp |
| Annual return | -1.73% | 27.40%-29.1pp | 2268.13%-2269.9pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $519 | $2,573-79.8% | $3,583-85.5% | $3,192-83.7% |
| Admin fee / account holder | $3,055 | $3,515-13.1% | $4,880-37.4% | $4,297-28.9% |