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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 | $12,764 | $56,197-77.3% | $67,652-81.1% | $59,633-78.6% |
| Participation rate | 10.7% | 71.5%-60.8pp | 75.7%-65.0pp | 68.7%-58.0pp |
| Annual return | -0.25% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $461 | $2,844-83.8% | $3,560-87.1% | $3,192-85.6% |
| Admin fee / account holder | $1,369 | $3,958-65.4% | $4,821-71.6% | $4,297-68.1% |