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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 | $7,501 | $73,848-89.8% | $143,799-94.8% | $68,486-89.0% |
| Participation rate | 38.5% | 66.7%-28.2pp | 80.3%-41.9pp | 67.9%-29.4pp |
| Annual return | -18.58% | 0.91%-19.5pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $620 | $3,184-80.5% | $4,952-87.5% | $2,597-76.1% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $697 | $5,755-87.9% | $14,677-95.2% | $5,404-87.1% |