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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 | $7,376 | $42,383-82.6% | $76,518-90.4% | $64,173-88.5% |
| Participation rate | 35.2% | 58.1%-23.0pp | 68.0%-32.8pp | 69.6%-34.4pp |
| Annual return | 5.33% | -16.54%+21.9pp | -0.27%+5.6pp | 7.63%-2.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $524 | $2,566-79.6% | $3,836-86.3% | $3,470-84.9% |
| Admin fee / account holder | $391 | $3,198-87.8% | $4,849-91.9% | $4,887-92.0% |