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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 | $12,004 | $59,105-79.7% | $160,009-92.5% | $66,938-82.1% |
| Participation rate | 29.4% | 68.1%-38.7pp | 78.0%-48.6pp | 69.8%-40.4pp |
| Annual return | -15.43% | -12.26%-3.2pp | 408.85%-424.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,045 | $4,395-76.2% | $6,183-83.1% | $4,238-75.4% |
| Admin fee / account holder | $836 | $591+41.5% | $8,715-90.4% | $594+40.8% |