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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 | $5,162 | $56,197-90.8% | $67,652-92.4% | $59,633-91.3% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | -1.93% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,025 | $2,844-64.0% | $3,560-71.2% | $3,192-67.9% |
| Admin fee / account holder | $1,630 | $3,958-58.8% | $4,821-66.2% | $4,297-62.1% |