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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 | $13,142 | $64,719-79.7% | $112,249-88.3% | $68,486-80.8% |
| Participation rate | 5.0% | 67.2%-62.2pp | 75.1%-70.1pp | 67.9%-62.9pp |
| Annual return | -14.25% | -11.40%-2.8pp | 27.48%-41.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $188 | $3,565-94.7% | $4,729-96.0% | $4,028-95.3% |
| Admin fee / account holder | $739 | $5,232-85.9% | $6,412-88.5% | $5,404-86.3% |