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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 | $12,338 | $77,816-84.1% | $123,552-90.0% | $64,173-80.8% |
| Participation rate | 36.5% | 74.7%-38.2pp | 82.3%-45.8pp | 69.6%-33.1pp |
| Annual return | -7.93% | 12.49%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,948 | $5,240-62.8% | $6,426-69.7% | $3,470-43.9% |
| Admin fee / account holder | $1,297 | $5,519-76.5% | $9,285-86.0% | $4,887-73.5% |