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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 | $15,598 | $97,881-84.1% | $80,004-80.5% | $125,389-87.6% |
| Participation rate | 55.6% | 77.9%-22.3pp | 73.0%-17.5pp | 83.2%-27.6pp |
| Annual return | -1.67% | 9.36%-11.0pp | 7.63%-9.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $509 | $3,744-86.4% | $3,204-84.1% | $5,352-90.5% |
| Admin fee / account holder | $6,568 | $6,278+4.6% | $5,033+30.5% | $9,541-31.2% |