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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 | $10,376 | $57,350-81.9% | $83,850-87.6% | $64,181-83.8% |
| Participation rate | 4.4% | 68.6%-64.2pp | 76.1%-71.8pp | 69.6%-65.2pp |
| Annual return | -8.28% | 11.38%-19.7pp | 850.92%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $111 | $2,993-96.3% | $4,082-97.3% | $3,470-96.8% |
| Admin fee / account holder | $1,461 | $4,046-63.9% | $5,478-73.3% | $4,887-70.1% |