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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 | $11,057 | $56,197-80.3% | $67,652-83.7% | $59,633-81.5% |
| Participation rate | 20.3% | 71.5%-51.1pp | 75.7%-55.3pp | 68.7%-48.3pp |
| Annual return | -2.16% | 18508.10%-18510.3pp | 6625.40%-6627.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $468 | $2,844-83.5% | $3,560-86.9% | $3,192-85.3% |
| Admin fee / account holder | $2,635 | $3,958-33.4% | $4,821-45.3% | $4,297-38.7% |