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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 | $4,861 | $100,792-95.2% | $86,691-94.4% | $134,509-96.4% |
| Participation rate | 25.0% | 78.9%-53.9pp | 76.6%-51.6pp | 81.2%-56.2pp |
| Annual return | -16.13% | 29.08%-45.2pp | 35.94%-52.1pp | 418.13%-434.3pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,249 | $5,339-76.6% | $4,656-73.2% | $6,400-80.5% |
| Admin fee / account holder | $5,053 | $10,924-53.7% | $7,492-32.5% | $11,427-55.8% |