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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 | $5,574 | $64,719-91.4% | $112,249-95.0% | $68,486-91.9% |
| Participation rate | 54.7% | 67.2%-12.4pp | 75.1%-20.3pp | 67.9%-13.2pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.48%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $690 | $3,565-80.6% | $4,729-85.4% | $4,028-82.9% |
| Admin fee / account holder | $8,532 | $5,232+63.1% | $6,412+33.1% | $5,404+57.9% |