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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 | $9,954 | $99,644-90.0% | $86,438-88.5% | $134,532-92.6% |
| Participation rate | 41.7% | 82.1%-40.4pp | 80.3%-38.7pp | 81.2%-39.6pp |
| Annual return | -20.44% | 6787.26%-6807.7pp | 4397.19%-4417.6pp | 418.27%-438.7pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $387 | $7,247-94.7% | $6,952-94.4% | $6,401-94.0% |
| Admin fee / account holder | $1,802 | $8,375-78.5% | $6,733-73.2% | $11,429-84.2% |