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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 | $22,830 | $81,870-72.1% | $119,634-80.9% | $68,490-66.7% |
| Participation rate | 4.9% | 71.9%-67.0pp | 79.3%-74.3pp | 67.9%-63.0pp |
| Annual return | -1.89% | -23.82%+21.9pp | -14.98%+13.1pp | -7.85%+6.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $250 | $4,148-94.0% | $5,601-95.5% | $4,028-93.8% |
| Admin fee / account holder | $305 | $6,583-95.4% | $10,329-97.0% | $5,403-94.3% |