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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 | $16,924 | $56,197-69.9% | $67,652-75.0% | $59,633-71.6% |
| Participation rate | 54.9% | 71.5%-16.6pp | 75.7%-20.8pp | 68.7%-13.8pp |
| Annual return | -0.81% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $779 | $1,615-51.8% | $2,266-65.6% | $2,203-64.6% |
| Participant deferral / active EE | $1,063 | $2,844-62.6% | $3,560-70.1% | $3,192-66.7% |
| Admin fee / account holder | $1,514 | $3,958-61.8% | $4,821-68.6% | $4,297-64.8% |