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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 | $13,335 | $82,674-83.9% | $125,363-89.4% | $68,495-80.5% |
| Participation rate | 14.8% | 75.0%-60.2pp | 82.4%-67.6pp | 67.9%-53.1pp |
| Annual return | -12.74% | -5.97%-6.8pp | 572.15%-584.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $260 | $6,111-95.7% | $7,447-96.5% | $4,028-93.5% |
| Admin fee / account holder | $1,159 | $6,276-81.5% | $10,005-88.4% | $5,403-78.6% |