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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 | $27,819 | $94,529-70.6% | $140,019-80.1% | $64,173-56.7% |
| Participation rate | 65.6% | 84.1%-18.5pp | 87.5%-21.9pp | 69.6%-4.0pp |
| Annual return | -3.41% | 7.77%-11.2pp | 651.17%-654.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,505 | $5,250-71.3% | $6,927-78.3% | $3,470-56.6% |
| Admin fee / account holder | $6,836 | $6,741+1.4% | $10,705-36.1% | $4,887+39.9% |