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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 | $15,097 | $77,817-80.6% | $123,553-87.8% | $64,173-76.5% |
| Participation rate | 8.3% | 74.7%-66.4pp | 82.3%-74.0pp | 69.6%-61.2pp |
| Annual return | -5.49% | 12.49%-18.0pp | 119.21%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $989 | $5,240-81.1% | $6,426-84.6% | $3,470-71.5% |
| Admin fee / account holder | $5,557 | $5,519+0.7% | $9,284-40.1% | $4,887+13.7% |