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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 | $5,935 | $44,850-86.8% | $60,547-90.2% | $59,633-90.0% |
| Participation rate | 15.2% | 59.5%-44.3pp | 68.0%-52.7pp | 68.7%-53.5pp |
| Annual return | -2.13% | 1074.14%-1076.3pp | 335.64%-337.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $272 | $2,230-87.8% | $3,328-91.8% | $3,192-91.5% |
| Admin fee / account holder | $2,830 | $3,635-22.2% | $4,536-37.6% | $4,297-34.1% |