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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 | $1,867 | $48,267-96.1% | $68,794-97.3% | $68,495-97.3% |
| Participation rate | 7.2% | 60.7%-53.4pp | 69.0%-61.8pp | 67.9%-60.6pp |
| Annual return | -18.13% | -12.70%-5.4pp | -6.37%-11.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $128 | $2,867-95.5% | $3,941-96.7% | $4,028-96.8% |
| Admin fee / account holder | $1,217 | $4,362-72.1% | $4,934-75.3% | $5,403-77.5% |