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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 | $12,906 | $100,805-87.2% | $86,698-85.1% | $134,532-90.4% |
| Participation rate | 12.5% | 79.0%-66.5pp | 76.6%-64.1pp | 81.2%-68.7pp |
| Annual return | -18.29% | 29.09%-47.4pp | 35.95%-54.2pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $280 | $5,339-94.8% | $4,656-94.0% | $6,401-95.6% |
| Admin fee / account holder | $2,185 | $10,925-80.0% | $7,493-70.8% | $11,429-80.9% |