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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 | $25,596 | $94,529-72.9% | $140,019-81.7% | $64,173-60.1% |
| Participation rate | 63.8% | 84.1%-20.3pp | 87.5%-23.7pp | 69.6%-5.7pp |
| Annual return | -5.10% | 7.77%-12.9pp | 651.17%-656.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,042 | $5,250-80.1% | $6,927-85.0% | $3,470-70.0% |
| Admin fee / account holder | $6,539 | $6,741-3.0% | $10,705-38.9% | $4,887+33.8% |