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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 | $9,007 | $73,863-87.8% | $143,797-93.7% | $68,490-86.8% |
| Participation rate | 23.3% | 66.7%-43.4pp | 80.3%-57.1pp | 67.9%-44.6pp |
| Annual return | -15.56% | 0.91%-16.5pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $403 | $3,185-87.3% | $4,952-91.9% | $2,597-84.5% |
| Participant deferral / active EE | $720 | $3,385-78.7% | $5,638-87.2% | $4,028-82.1% |
| Admin fee / account holder | $3,868 | $5,756-32.8% | $14,679-73.6% | $5,403-28.4% |