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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 | $6,074 | $95,915-93.7% | $79,580-92.4% | $134,532-95.5% |
| Participation rate | 23.8% | 75.0%-51.2pp | 69.5%-45.7pp | 81.2%-57.4pp |
| Annual return | -16.01% | -2.71%-13.3pp | 0.15%-16.2pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $574 | $4,693-87.8% | $3,985-85.6% | $6,401-91.0% |
| Admin fee / account holder | $1,382 | $9,132-84.9% | $6,835-79.8% | $11,429-87.9% |