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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 | $2,741 | $90,467-97.0% | $93,759-97.1% | $134,532-98.0% |
| Participation rate | 8.3% | 82.0%-73.6pp | 81.0%-72.6pp | 81.2%-72.9pp |
| Annual return | -17.84% | -15.72%-2.1pp | -11.33%-6.5pp | 418.27%-436.1pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $170 | $5,980-97.2% | $6,096-97.2% | $6,401-97.3% |
| Admin fee / account holder | $721 | $9,258-92.2% | $7,197-90.0% | $11,429-93.7% |