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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 | $14,914 | $72,404-79.4% | $110,243-86.5% | $64,173-76.8% |
| Participation rate | 25.7% | 73.3%-47.7pp | 79.8%-54.1pp | 69.6%-43.9pp |
| Annual return | -3.96% | -6.29%+2.3pp | 314.76%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,433 | $3,469-58.7% | $4,672-69.3% | $3,470-58.7% |
| Admin fee / account holder | $10,413 | $5,664+83.8% | $8,548+21.8% | $4,887+113.1% |