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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 | $16,908 | $91,537-81.5% | $130,045-87.0% | $75,173-77.5% |
| Participation rate | 7.5% | 71.5%-64.0pp | 78.5%-71.0pp | 67.2%-59.7pp |
| Annual return | 14.17% | -631.55%+645.7pp | -137.30%+151.5pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $382 | $4,343-91.2% | $5,820-93.4% | $4,126-90.7% |
| Admin fee / account holder | $3,753 | $6,780-44.6% | $10,600-64.6% | $5,651-33.6% |