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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 | $13,996 | $56,197-75.1% | $67,652-79.3% | $59,633-76.5% |
| Participation rate | 15.5% | 71.5%-56.0pp | 75.7%-60.2pp | 68.7%-53.2pp |
| Annual return | -2.10% | 18508.10%-18510.2pp | 6625.40%-6627.5pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $463 | $2,844-83.7% | $3,560-87.0% | $3,192-85.5% |
| Admin fee / account holder | $1,183 | $3,958-70.1% | $4,821-75.5% | $4,297-72.5% |