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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 | $5,365 | $73,839-92.7% | $143,788-96.3% | $68,495-92.2% |
| Participation rate | 58.6% | 66.7%-8.0pp | 80.3%-21.7pp | 67.9%-9.3pp |
| Annual return | -15.08% | 1.01%-16.1pp | -0.03%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $733 | $3,384-78.3% | $5,638-87.0% | $4,028-81.8% |
| Admin fee / account holder | $7,720 | $5,755+34.2% | $14,675-47.4% | $5,403+42.9% |