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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 | $7,158 | $45,872-84.4% | $77,081-90.7% | $68,495-89.5% |
| Participation rate | 4.1% | 55.9%-51.8pp | 67.9%-63.8pp | 67.9%-63.8pp |
| Annual return | -15.73% | 1.73%-17.5pp | 42.33%-58.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $49 | $2,963-98.4% | $4,428-98.9% | $4,028-98.8% |
| Admin fee / account holder | $2,751 | $3,041-9.5% | $5,427-49.3% | $5,403-49.1% |