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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 | $6,164 | $73,848-91.7% | $143,799-95.7% | $68,486-91.0% |
| Participation rate | 28.1% | 66.7%-38.5pp | 80.3%-52.2pp | 67.9%-39.8pp |
| Annual return | -18.49% | 0.91%-19.4pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $415 | $3,184-87.0% | $4,952-91.6% | $2,597-84.0% |
| Participant deferral / active EE | $629 | $3,385-81.4% | $5,638-88.8% | $4,028-84.4% |
| Admin fee / account holder | $1,180 | $5,755-79.5% | $14,677-92.0% | $5,404-78.2% |