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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 | $15,797 | $50,947-69.0% | $74,549-78.8% | $64,173-75.4% |
| Participation rate | 25.7% | 61.1%-35.3pp | 69.1%-43.4pp | 69.6%-43.9pp |
| Annual return | -4.56% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $528 | $2,302-77.1% | $3,108-83.0% | $3,470-84.8% |
| Admin fee / account holder | $5,564 | $4,221+31.8% | $5,059+10.0% | $4,887+13.8% |