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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 | $7,408 | $62,583-88.2% | $76,767-90.3% | $64,173-88.5% |
| Participation rate | 8.7% | 72.8%-64.1pp | 77.0%-68.3pp | 69.6%-60.9pp |
| Annual return | -5.91% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $220 | $3,145-93.0% | $3,852-94.3% | $3,470-93.7% |
| Admin fee / account holder | $417 | $4,667-91.1% | $6,675-93.7% | $4,887-91.5% |