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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 | $11,603 | $75,962-84.7% | $154,108-92.5% | $64,173-81.9% |
| Participation rate | 53.8% | 70.4%-16.6pp | 83.0%-29.2pp | 69.6%-15.7pp |
| Annual return | -0.13% | 30.32%-30.5pp | 735.21%-735.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $503 | $3,175-84.2% | $5,081-90.1% | $3,470-85.5% |
| Admin fee / account holder | $4,970 | $5,589-11.1% | $13,411-62.9% | $4,887+1.7% |