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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 | $9,123 | $142,392-93.6% | $119,622-92.4% | $134,532-93.2% |
| Participation rate | 20.8% | 82.8%-62.0pp | 79.3%-58.4pp | 81.2%-60.4pp |
| Annual return | -16.84% | -12.46%-4.4pp | -14.98%-1.9pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,093 | $6,467-83.1% | $5,601-80.5% | $6,401-82.9% |
| Admin fee / account holder | $2,529 | $13,593-81.4% | $10,328-75.5% | $11,429-77.9% |