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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 | $20,241 | $56,197-64.0% | $67,652-70.1% | $59,633-66.1% |
| Participation rate | 42.9% | 71.5%-28.6pp | 75.7%-32.8pp | 68.7%-25.8pp |
| Annual return | -0.71% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $475 | $1,615-70.6% | $2,266-79.0% | $2,203-78.4% |
| Participant deferral / active EE | $622 | $2,844-78.1% | $3,560-82.5% | $3,192-80.5% |
| Admin fee / account holder | $1,181 | $3,958-70.2% | $4,821-75.5% | $4,297-72.5% |