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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 | $7,101 | $134,001-94.7% | $112,258-93.7% | $134,509-94.7% |
| Participation rate | 26.3% | 78.6%-52.2pp | 75.1%-48.7pp | 81.2%-54.9pp |
| Annual return | -12.82% | 47.15%-60.0pp | 27.47%-40.3pp | 418.13%-431.0pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $644 | $5,291-87.8% | $4,728-86.4% | $6,400-89.9% |
| Admin fee / account holder | $3,335 | $7,491-55.5% | $6,411-48.0% | $11,427-70.8% |