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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 | $3,032 | $73,863-95.9% | $143,797-97.9% | $68,490-95.6% |
| Participation rate | 57.6% | 66.7%-9.1pp | 80.3%-22.7pp | 67.9%-10.3pp |
| Annual return | -18.73% | 0.91%-19.6pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $130 | $3,385-96.2% | $5,638-97.7% | $4,028-96.8% |
| Admin fee / account holder | $1,271 | $5,756-77.9% | $14,679-91.3% | $5,403-76.5% |