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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 | $5,948 | $51,223-88.4% | $82,763-92.8% | $66,949-91.1% |
| Participation rate | 13.2% | 67.9%-54.7pp | 72.6%-59.4pp | 69.8%-56.7pp |
| Annual return | -11.48% | -9.85%-1.6pp | 702.45%-713.9pp | 1.57%-13.0pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $499 | $3,460-85.6% | $4,395-88.6% | $4,239-88.2% |
| Admin fee / account holder | $980 | $415+136.0% | $5,325-81.6% | $594+65.2% |