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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 | $11,189 | $69,012-83.8% | $160,009-93.0% | $68,486-83.7% |
| Participation rate | 37.9% | 65.4%-27.5pp | 78.0%-40.0pp | 67.9%-30.0pp |
| Annual return | -16.38% | -9.65%-6.7pp | 408.85%-425.2pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $458 | $4,212-89.1% | $6,183-92.6% | $4,028-88.6% |
| Admin fee / account holder | $1,715 | $4,798-64.3% | $8,715-80.3% | $5,404-68.3% |