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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 | $11,457 | $71,873-84.1% | $86,698-86.8% | $68,490-83.3% |
| Participation rate | 29.4% | 72.2%-42.8pp | 76.6%-47.2pp | 67.9%-38.5pp |
| Annual return | -12.46% | 3.54%-16.0pp | 35.96%-48.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $617 | $3,779-83.7% | $4,656-86.8% | $4,028-84.7% |
| Admin fee / account holder | $2,319 | $6,110-62.0% | $7,492-69.0% | $5,403-57.1% |