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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 | $28,336 | $61,388-53.8% | $741,050-96.2% | $61,388-53.8% |
| Participation rate | 52.9% | 74.9%-22.0pp | 86.3%-33.4pp | 74.9%-22.0pp |
| Annual return | -10.69% | -18.84%+8.1pp | -17.37%+6.7pp | -18.84%+8.1pp |
| Employer contribution / active EE | $0 | $4,190-100.0% | $31,041-100.0% | $4,190-100.0% |
| Participant deferral / active EE | $2,550 | $3,868-34.1% | $1,035+146.3% | $3,868-34.1% |
| Admin fee / account holder | $595 | $3,736-84.1% | $8,481-93.0% | $3,736-84.1% |