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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 | $9,785 | $75,962-87.1% | $154,108-93.7% | $64,173-84.8% |
| Participation rate | 56.5% | 70.4%-13.9pp | 83.0%-26.5pp | 69.6%-13.0pp |
| Annual return | -7.30% | 30.32%-37.6pp | 735.21%-742.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $341 | $3,175-89.3% | $5,081-93.3% | $3,470-90.2% |
| Admin fee / account holder | $1,588 | $5,589-71.6% | $13,411-88.2% | $4,887-67.5% |