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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 | $11,994 | $45,152-73.4% | $73,836-83.8% | $59,633-79.9% |
| Participation rate | 60.5% | 64.0%-3.6pp | 73.4%-13.0pp | 68.7%-8.2pp |
| Annual return | -1.84% | 27.40%-29.2pp | 2268.06%-2269.9pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $516 | $2,573-80.0% | $3,583-85.6% | $3,192-83.8% |
| Admin fee / account holder | $1,371 | $3,515-61.0% | $4,882-71.9% | $4,297-68.1% |