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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 | $10,532 | $105,867-90.1% | $90,760-88.4% | $134,532-92.2% |
| Participation rate | 54.5% | 78.3%-23.7pp | 75.7%-21.1pp | 81.2%-26.7pp |
| Annual return | -15.04% | -10.99%-4.0pp | -12.16%-2.9pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $666 | $5,217-87.2% | $4,565-85.4% | $6,401-89.6% |
| Admin fee / account holder | $2,275 | $13,936-83.7% | $8,444-73.1% | $11,429-80.1% |