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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 | $4,898 | $49,280-90.1% | $67,313-92.7% | $64,173-92.4% |
| Participation rate | 37.3% | 60.8%-23.5pp | 69.1%-31.8pp | 69.6%-32.3pp |
| Annual return | -4.10% | -1.39%-2.7pp | -4.08%0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $276 | $1,668-83.4% | $2,566-89.2% | $2,381-88.4% |
| Participant deferral / active EE | $762 | $2,484-69.3% | $3,568-78.6% | $3,470-78.0% |
| Admin fee / account holder | $3,654 | $3,863-5.4% | $4,507-18.9% | $4,887-25.2% |