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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 | $8,791 | $46,689-81.2% | $117,498-92.5% | $68,495-87.2% |
| Participation rate | 14.9% | 56.8%-41.9pp | 70.6%-55.7pp | 67.9%-53.0pp |
| Annual return | -15.71% | -14.52%-1.2pp | 29.75%-45.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $657 | $2,637-75.1% | $4,071-83.9% | $4,028-83.7% |
| Admin fee / account holder | $2,502 | $4,021-37.8% | $5,646-55.7% | $5,403-53.7% |