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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 | $16,717 | $167,353-90.0% | $143,797-88.4% | $134,545-87.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -12.10% | 0.48%-12.6pp | -0.04%-12.1pp | 418.37%-430.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $299 | $6,447-95.4% | $5,638-94.7% | $6,401-95.3% |
| Admin fee / account holder | $130,280 | $18,096+619.9% | $14,679+787.5% | $11,431+1039.7% |