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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 | $5,328 | $73,848-92.8% | $143,799-96.3% | $68,486-92.2% |
| Participation rate | 8.5% | 66.7%-58.1pp | 80.3%-71.8pp | 67.9%-59.4pp |
| Annual return | -16.90% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $323 | $3,385-90.5% | $5,638-94.3% | $4,028-92.0% |
| Admin fee / account holder | $1,298 | $5,755-77.4% | $14,677-91.2% | $5,404-76.0% |