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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 | $13,937 | $56,197-75.2% | $67,652-79.4% | $59,633-76.6% |
| Participation rate | 64.6% | 71.5%-6.9pp | 75.7%-11.1pp | 68.7%-4.1pp |
| Annual return | -0.46% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $600 | $1,615-62.8% | $2,266-73.5% | $2,203-72.8% |
| Participant deferral / active EE | $967 | $2,844-66.0% | $3,560-72.8% | $3,192-69.7% |
| Admin fee / account holder | $4,847 | $3,958+22.5% | $4,821+0.5% | $4,297+12.8% |