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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 | $9,229 | $131,835-93.0% | $108,582-91.5% | $273,972-96.6% |
| Participation rate | 47.1% | 83.5%-36.4pp | 79.6%-32.5pp | 83.0%-36.0pp |
| Annual return | 5.79% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $759 | $5,127-85.2% | $4,311-82.4% | $5,287-85.6% |
| Admin fee / account holder | $1,128 | $10,253-89.0% | $7,645-85.2% | $10,133-88.9% |