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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 | $3,162 | $105,867-97.0% | $90,760-96.5% | $134,532-97.6% |
| Participation rate | 30.8% | 78.3%-47.5pp | 75.7%-44.9pp | 81.2%-50.5pp |
| Annual return | -17.92% | -10.99%-6.9pp | -12.16%-5.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $363 | $5,217-93.0% | $4,565-92.1% | $6,401-94.3% |
| Admin fee / account holder | $1,400 | $13,936-90.0% | $8,444-83.4% | $11,429-87.8% |