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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 | $7,647 | $100,805-92.4% | $86,698-91.2% | $134,532-94.3% |
| Participation rate | 45.8% | 79.0%-33.1pp | 76.6%-30.8pp | 81.2%-35.4pp |
| Annual return | -16.30% | 29.09%-45.4pp | 35.95%-52.3pp | 418.27%-434.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,463 | $5,339-72.6% | $4,656-68.6% | $6,401-77.2% |
| Admin fee / account holder | $526 | $10,925-95.2% | $7,493-93.0% | $11,429-95.4% |