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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 | $16,947 | $62,715-73.0% | $104,299-83.8% | $66,949-74.7% |
| Participation rate | 3.7% | 59.6%-55.8pp | 73.3%-69.5pp | 69.8%-66.1pp |
| Annual return | -15.23% | -14.70%-0.5pp | 24.62%-39.9pp | 1.57%-16.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $3,373-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $41 | $2,852-98.5% | $4,626-99.1% | $4,239-99.0% |
| Admin fee / account holder | $3,031 | $657+361.5% | $7,339-58.7% | $594+410.6% |