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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 | $13,606 | $75,832-82.1% | $147,617-90.8% | $59,633-77.2% |
| Participation rate | 53.6% | 71.6%-18.0pp | 84.6%-31.0pp | 68.7%-15.1pp |
| Annual return | -2.43% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $535 | $3,485-84.6% | $5,564-90.4% | $2,203-75.7% |
| Participant deferral / active EE | $757 | $3,131-75.8% | $4,895-84.5% | $3,192-76.3% |
| Admin fee / account holder | $1,898 | $5,986-68.3% | $11,612-83.7% | $4,297-55.8% |