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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 | $17,428 | $56,197-69.0% | $67,652-74.2% | $59,633-70.8% |
| Participation rate | 62.2% | 71.5%-9.3pp | 75.7%-13.5pp | 68.7%-6.5pp |
| Annual return | -1.62% | 18508.10%-18509.7pp | 6625.40%-6627.0pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $601 | $2,844-78.9% | $3,560-83.1% | $3,192-81.2% |
| Admin fee / account holder | $672 | $3,958-83.0% | $4,821-86.1% | $4,297-84.4% |