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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 | $1,906 | $45,872-95.8% | $77,081-97.5% | $68,495-97.2% |
| Participation rate | 10.0% | 55.9%-45.9pp | 67.9%-57.9pp | 67.9%-57.9pp |
| Annual return | -16.24% | 1.73%-18.0pp | 42.33%-58.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $212 | $2,963-92.8% | $4,428-95.2% | $4,028-94.7% |
| Admin fee / account holder | $2,348 | $3,041-22.8% | $5,427-56.7% | $5,403-56.5% |