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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 | $14,419 | $92,219-84.4% | $76,768-81.2% | $135,379-89.3% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -3.83% | 5.46%-9.3pp | 2.43%-6.3pp | 519.79%-523.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $168 | $4,508-96.3% | $3,852-95.6% | $5,609-97.0% |
| Admin fee / account holder | $1,279 | $10,749-88.1% | $6,675-80.8% | $10,828-88.2% |