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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 | $15,716 | $160,059-90.2% | $140,019-88.8% | $135,380-88.4% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | -8.28% | 911.48%-919.8pp | 651.17%-659.4pp | 519.81%-528.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $842 | $7,641-89.0% | $6,927-87.8% | $5,609-85.0% |
| Admin fee / account holder | $1,727 | $13,328-87.0% | $10,705-83.9% | $10,828-84.0% |