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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 | $12,351 | $59,834-79.4% | $79,576-84.5% | $68,495-82.0% |
| Participation rate | 37.3% | 61.1%-23.7pp | 69.5%-32.2pp | 67.9%-30.6pp |
| Annual return | -17.87% | -12.30%-5.6pp | 0.15%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,018 | $3,024-66.3% | $3,985-74.4% | $4,028-74.7% |
| Admin fee / account holder | $776 | $4,835-83.9% | $6,834-88.6% | $5,403-85.6% |