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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 | $3,969 | $42,917-90.8% | $60,899-93.5% | $68,495-94.2% |
| Participation rate | 8.4% | 66.8%-58.3pp | 73.1%-64.7pp | 67.9%-59.5pp |
| Annual return | -16.78% | -13.99%-2.8pp | 16.92%-33.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $458 | $2,867-84.0% | $3,817-88.0% | $4,028-88.6% |
| Admin fee / account holder | $6,994 | $3,102+125.4% | $3,225+116.9% | $5,403+29.4% |