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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 | $8,512 | $82,674-89.7% | $125,363-93.2% | $68,495-87.6% |
| Participation rate | 21.1% | 75.0%-54.0pp | 82.4%-61.3pp | 67.9%-46.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,155 | $6,111-64.7% | $7,447-71.1% | $4,028-46.5% |
| Admin fee / account holder | $514 | $6,276-91.8% | $10,005-94.9% | $5,403-90.5% |