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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 | $10,866 | $68,996-84.3% | $159,991-93.2% | $68,495-84.1% |
| Participation rate | 10.0% | 65.4%-55.4pp | 78.0%-68.0pp | 67.9%-57.9pp |
| Annual return | -16.99% | -9.65%-7.3pp | 408.82%-425.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $365 | $4,211-91.3% | $6,183-94.1% | $4,028-90.9% |
| Admin fee / account holder | $653 | $4,797-86.4% | $8,715-92.5% | $5,403-87.9% |