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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 | $6,173 | $127,096-95.1% | $105,736-94.2% | $135,380-95.4% |
| Participation rate | 14.3% | 82.7%-68.4pp | 76.3%-62.0pp | 82.6%-68.4pp |
| Annual return | -4.31% | 4.49%-8.8pp | 6.27%-10.6pp | 519.81%-524.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $160 | $5,064-96.8% | $4,080-96.1% | $5,609-97.1% |
| Admin fee / account holder | $6,180 | $9,087-32.0% | $6,913-10.6% | $10,828-42.9% |