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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 | $5,765 | $69,518-91.7% | $59,883-90.4% | $135,382-95.7% |
| Participation rate | 12.5% | 77.8%-65.3pp | 74.7%-62.2pp | 82.6%-70.1pp |
| Annual return | -8.27% | 7.95%-16.2pp | 3.46%-11.7pp | 519.77%-528.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $145 | $4,204-96.5% | $3,402-95.7% | $5,609-97.4% |
| Admin fee / account holder | $1,213 | $5,734-78.8% | $3,591-66.2% | $10,829-88.8% |