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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 | $7,816 | $50,947-84.7% | $74,551-89.5% | $64,173-87.8% |
| Participation rate | 12.8% | 61.1%-48.3pp | 69.1%-56.4pp | 69.6%-56.8pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $306 | $2,302-86.7% | $3,108-90.1% | $3,470-91.2% |
| Admin fee / account holder | $2,570 | $4,221-39.1% | $5,059-49.2% | $4,887-47.4% |