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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 | $5,287 | $73,863-92.8% | $143,797-96.3% | $68,490-92.3% |
| Participation rate | 3.5% | 66.7%-63.1pp | 80.3%-76.8pp | 67.9%-64.4pp |
| Annual return | -17.78% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $86 | $3,385-97.5% | $5,638-98.5% | $4,028-97.9% |
| Admin fee / account holder | $2,702 | $5,756-53.1% | $14,679-81.6% | $5,403-50.0% |