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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 | $11,478 | $100,805-88.6% | $86,698-86.8% | $134,532-91.5% |
| Participation rate | 14.3% | 79.0%-64.7pp | 76.6%-62.3pp | 81.2%-66.9pp |
| Annual return | -14.65% | 29.09%-43.7pp | 35.95%-50.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $330 | $5,339-93.8% | $4,656-92.9% | $6,401-94.9% |
| Admin fee / account holder | $2,148 | $10,925-80.3% | $7,493-71.3% | $11,429-81.2% |