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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 | $15,449 | $105,867-85.4% | $90,760-83.0% | $134,532-88.5% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -20.27% | -10.99%-9.3pp | -12.16%-8.1pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $529 | $5,217-89.9% | $4,565-88.4% | $6,401-91.7% |
| Admin fee / account holder | $1,492 | $13,936-89.3% | $8,444-82.3% | $11,429-86.9% |