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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 | $2,605 | $73,863-96.5% | $143,797-98.2% | $68,490-96.2% |
| Participation rate | 56.0% | 66.7%-10.7pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -8.44% | 0.91%-9.3pp | -0.04%-8.4pp | -7.85%-0.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $525 | $3,385-84.5% | $5,638-90.7% | $4,028-87.0% |
| Admin fee / account holder | $436 | $5,756-92.4% | $14,679-97.0% | $5,403-91.9% |