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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 | $6,958 | $54,357-87.2% | $82,706-91.6% | $68,495-89.8% |
| Participation rate | 15.4% | 63.9%-48.5pp | 72.6%-57.2pp | 67.9%-52.5pp |
| Annual return | -19.26% | -13.67%-5.6pp | 701.76%-721.0pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $377 | $3,246-88.4% | $4,394-91.4% | $4,028-90.6% |
| Admin fee / account holder | $697 | $4,396-84.1% | $5,329-86.9% | $5,403-87.1% |