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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 | $14,853 | $100,805-85.3% | $86,698-82.9% | $134,532-89.0% |
| Participation rate | 41.2% | 79.0%-37.8pp | 76.6%-35.4pp | 81.2%-40.1pp |
| Annual return | -2.01% | 29.09%-31.1pp | 35.95%-38.0pp | 418.27%-420.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $225 | $5,339-95.8% | $4,656-95.2% | $6,401-96.5% |
| Admin fee / account holder | $30,969 | $10,925+183.5% | $7,493+313.3% | $11,429+171.0% |