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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 | $5,663 | $73,863-92.3% | $143,797-96.1% | $68,490-91.7% |
| Participation rate | 31.3% | 66.7%-35.4pp | 80.3%-49.1pp | 67.9%-36.6pp |
| Annual return | -7.10% | 0.91%-8.0pp | -0.04%-7.1pp | -7.85%+0.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $78 | $3,385-97.7% | $5,638-98.6% | $4,028-98.1% |
| Admin fee / account holder | $11,031 | $5,756+91.6% | $14,679-24.9% | $5,403+104.2% |