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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 | $5,334 | $71,872-92.6% | $86,691-93.8% | $68,495-92.2% |
| Participation rate | 31.1% | 72.2%-41.1pp | 76.6%-45.5pp | 67.9%-36.8pp |
| Annual return | -17.51% | 3.53%-21.0pp | 35.94%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $534 | $3,779-85.9% | $4,656-88.5% | $4,028-86.7% |
| Admin fee / account holder | $635 | $6,112-89.6% | $7,492-91.5% | $5,403-88.3% |