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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 | $4,801 | $73,863-93.5% | $143,797-96.7% | $68,490-93.0% |
| Participation rate | 40.6% | 66.7%-26.0pp | 80.3%-39.7pp | 67.9%-27.3pp |
| Annual return | -16.18% | 0.91%-17.1pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $764 | $3,385-77.4% | $5,638-86.4% | $4,028-81.0% |
| Admin fee / account holder | $1,199 | $5,756-79.2% | $14,679-91.8% | $5,403-77.8% |