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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 | $8,048 | $73,863-89.1% | $143,797-94.4% | $68,490-88.2% |
| Participation rate | 47.1% | 66.7%-19.6pp | 80.3%-33.3pp | 67.9%-20.8pp |
| Annual return | -17.21% | 0.91%-18.1pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $746 | $3,385-78.0% | $5,638-86.8% | $4,028-81.5% |
| Admin fee / account holder | $812 | $5,756-85.9% | $14,679-94.5% | $5,403-85.0% |