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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 | $16,722 | $88,122-81.0% | $141,191-88.2% | $67,579-75.3% |
| Participation rate | 30.4% | 76.5%-46.1pp | 82.5%-52.1pp | 71.3%-40.9pp |
| Annual return | 0.00% | 75.40%-75.4pp | 71.41%-71.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $952 | $5,958-84.0% | $6,710-85.8% | $3,539-73.1% |
| Admin fee / account holder | $355 | $131+171.3% | $10,264-96.5% | $142+149.6% |