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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 | $4,299 | $134,001-96.8% | $112,258-96.2% | $134,509-96.8% |
| Participation rate | 31.8% | 78.6%-46.7pp | 75.1%-43.2pp | 81.2%-49.4pp |
| Annual return | -9.45% | 47.15%-56.6pp | 27.47%-36.9pp | 418.13%-427.6pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $849 | $5,291-84.0% | $4,728-82.0% | $6,400-86.7% |
| Admin fee / account holder | $13,414 | $7,491+79.1% | $6,411+109.2% | $11,427+17.4% |