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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 | $5,160 | $42,383-87.8% | $76,518-93.3% | $64,173-92.0% |
| Participation rate | 5.1% | 58.1%-53.0pp | 68.0%-62.9pp | 69.6%-64.4pp |
| Annual return | -4.94% | -16.54%+11.6pp | -0.27%-4.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $268 | $2,566-89.5% | $3,836-93.0% | $3,470-92.3% |
| Admin fee / account holder | $9,174 | $3,198+186.9% | $4,849+89.2% | $4,887+87.7% |