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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 | $19,101 | $56,200-66.0% | $67,653-71.8% | $59,633-68.0% |
| Participation rate | 37.9% | 71.5%-33.5pp | 75.7%-37.7pp | 68.7%-30.7pp |
| Annual return | -0.11% | 18506.71%-18506.8pp | 6625.22%-6625.3pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $466 | $2,843-83.6% | $3,560-86.9% | $3,192-85.4% |
| Admin fee / account holder | $2,614 | $3,959-34.0% | $4,821-45.8% | $4,297-39.2% |