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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 | $18,724 | $55,449-66.2% | $83,831-77.7% | $56,289-66.7% |
| Participation rate | 12.0% | 68.0%-56.0pp | 76.1%-64.1pp | 69.9%-57.8pp |
| Annual return | -7.04% | -1.38%-5.7pp | 850.99%-858.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $655 | $2,935-77.7% | $4,082-83.9% | $3,350-80.4% |
| Admin fee / account holder | $4,120 | $656+528.1% | $5,479-24.8% | $521+690.8% |