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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 | $29,621 | $94,529-68.7% | $140,019-78.8% | $64,173-53.8% |
| Participation rate | 63.6% | 84.1%-20.4pp | 87.5%-23.9pp | 69.6%-5.9pp |
| Annual return | -3.85% | 7.77%-11.6pp | 651.17%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,769 | $5,250-66.3% | $6,927-74.5% | $3,470-49.0% |
| Admin fee / account holder | $801 | $6,741-88.1% | $10,705-92.5% | $4,887-83.6% |