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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 | $12,073 | $62,583-80.7% | $76,767-84.3% | $64,173-81.2% |
| Participation rate | 22.2% | 72.8%-50.6pp | 77.0%-54.7pp | 69.6%-47.3pp |
| Annual return | 0.48% | -1.95%+2.4pp | 2.43%-1.9pp | 7.63%-7.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $323 | $3,145-89.7% | $3,852-91.6% | $3,470-90.7% |
| Admin fee / account holder | $15,769 | $4,667+237.9% | $6,675+136.2% | $4,887+222.6% |