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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 | $12,892 | $64,729-80.1% | $112,263-88.5% | $68,490-81.2% |
| Participation rate | 28.9% | 67.2%-38.3pp | 75.1%-46.2pp | 67.9%-39.0pp |
| Annual return | -17.31% | -11.40%-5.9pp | 27.49%-44.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $723 | $3,566-79.7% | $4,729-84.7% | $4,028-82.1% |
| Admin fee / account holder | $1,157 | $5,222-77.8% | $6,410-81.9% | $5,403-78.6% |