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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 | $7,688 | $82,674-90.7% | $125,363-93.9% | $68,495-88.8% |
| Participation rate | 35.6% | 75.0%-39.5pp | 82.4%-46.8pp | 67.9%-32.3pp |
| Annual return | -17.97% | -5.97%-12.0pp | 572.15%-590.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,102 | $6,111-82.0% | $7,447-85.2% | $4,028-72.7% |
| Admin fee / account holder | $991 | $6,276-84.2% | $10,005-90.1% | $5,403-81.7% |