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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 | $13,401 | $50,947-73.7% | $74,551-82.0% | $64,173-79.1% |
| Participation rate | 21.8% | 61.1%-39.2pp | 69.1%-47.3pp | 69.6%-47.8pp |
| Annual return | -5.14% | -1.85%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $515 | $2,302-77.6% | $3,108-83.4% | $3,470-85.2% |
| Admin fee / account holder | $793 | $4,221-81.2% | $5,059-84.3% | $4,887-83.8% |