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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 | $15,866 | $100,805-84.3% | $86,698-81.7% | $134,532-88.2% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -15.40% | 29.09%-44.5pp | 35.95%-51.3pp | 418.27%-433.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $416 | $5,339-92.2% | $4,656-91.1% | $6,401-93.5% |
| Admin fee / account holder | $14,725 | $10,925+34.8% | $7,493+96.5% | $11,429+28.8% |