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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 | $15,826 | $52,519-69.9% | $155,789-89.8% | $59,633-73.5% |
| Participation rate | 14.3% | 61.7%-47.4pp | 76.1%-61.8pp | 68.7%-54.4pp |
| Annual return | -1.69% | 53.51%-55.2pp | 71.54%-73.2pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $291 | $1,589-81.7% | $3,839-92.4% | $2,203-86.8% |
| Participant deferral / active EE | $61 | $3,084-98.0% | $4,798-98.7% | $3,192-98.1% |
| Admin fee / account holder | $393 | $3,540-88.9% | $7,477-94.7% | $4,297-90.9% |