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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 | $15,783 | $78,694-79.9% | $67,652-76.7% | $125,389-87.4% |
| Participation rate | 40.0% | 78.8%-38.8pp | 75.7%-35.7pp | 83.2%-43.2pp |
| Annual return | -2.37% | 9.46%-11.8pp | 6625.40%-6627.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $211 | $4,292-95.1% | $3,560-94.1% | $5,352-96.1% |
| Admin fee / account holder | $498 | $7,403-93.3% | $4,821-89.7% | $9,541-94.8% |