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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 | $14,742 | $102,429-85.6% | $147,096-90.0% | $80,925-81.8% |
| Participation rate | 22.1% | 75.9%-53.8pp | 82.2%-60.1pp | 67.7%-45.6pp |
| Annual return | 0.00% | 135.02%-135.0pp | 419.75%-419.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,137 | $6,649-82.9% | $8,071-85.9% | $4,299-73.6% |
| Admin fee / account holder | $2,652 | $7,957-66.7% | $13,005-79.6% | $6,940-61.8% |