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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 | $3,718 | $77,817-95.2% | $123,553-97.0% | $64,173-94.2% |
| Participation rate | 23.8% | 74.7%-50.9pp | 82.3%-58.5pp | 69.6%-45.8pp |
| Annual return | -4.16% | 12.49%-16.6pp | 119.21%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $363 | $5,240-93.1% | $6,426-94.4% | $3,470-89.5% |
| Admin fee / account holder | $2,074 | $5,519-62.4% | $9,284-77.7% | $4,887-57.6% |