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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 | $6,372 | $64,706-90.2% | $112,244-94.3% | $68,498-90.7% |
| Participation rate | 36.4% | 67.1%-30.8pp | 75.1%-38.7pp | 67.9%-31.5pp |
| Annual return | -16.75% | -11.40%-5.3pp | 27.46%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $652 | $3,565-81.7% | $4,728-86.2% | $4,027-83.8% |
| Admin fee / account holder | $2,154 | $5,231-58.8% | $6,411-66.4% | $5,403-60.1% |