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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 | $4,758 | $64,719-92.6% | $112,249-95.8% | $68,486-93.1% |
| Participation rate | 32.0% | 67.2%-35.2pp | 75.1%-43.1pp | 67.9%-35.9pp |
| Annual return | -19.43% | -11.40%-8.0pp | 27.48%-46.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $727 | $3,565-79.6% | $4,729-84.6% | $4,028-82.0% |
| Admin fee / account holder | $1,058 | $5,232-79.8% | $6,412-83.5% | $5,404-80.4% |