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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 | $9,043 | $62,583-85.6% | $76,767-88.2% | $64,173-85.9% |
| Participation rate | 63.0% | 72.8%-9.9pp | 77.0%-14.0pp | 69.6%-6.6pp |
| Annual return | -5.88% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,315 | $3,145-58.2% | $3,852-65.8% | $3,470-62.1% |
| Admin fee / account holder | $2,059 | $4,667-55.9% | $6,675-69.2% | $4,887-57.9% |