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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 | $5,542 | $53,546-89.6% | $69,884-92.1% | $68,486-91.9% |
| Participation rate | 22.9% | 64.5%-41.7pp | 70.5%-47.6pp | 67.9%-45.0pp |
| Annual return | -12.88% | -13.87%+1.0pp | 190.81%-203.7pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $333 | $2,957-88.7% | $3,848-91.4% | $4,028-91.7% |
| Admin fee / account holder | $1,560 | $4,693-66.8% | $6,266-75.1% | $5,404-71.1% |