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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 | $16,428 | $138,072-88.1% | $123,549-86.7% | $135,382-87.9% |
| Participation rate | 20.0% | 84.7%-64.7pp | 82.3%-62.3pp | 82.6%-62.6pp |
| Annual return | -2.72% | 153.69%-156.4pp | 119.20%-121.9pp | 519.77%-522.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,617 | $6,799-76.2% | $6,426-74.8% | $5,609-71.2% |
| Admin fee / account holder | $7,633 | $10,917-30.1% | $9,284-17.8% | $10,829-29.5% |