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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 | $9,619 | $71,873-86.6% | $86,698-88.9% | $68,490-86.0% |
| Participation rate | 12.5% | 72.2%-59.7pp | 76.6%-64.1pp | 67.9%-55.4pp |
| Annual return | -15.12% | 3.54%-18.7pp | 35.96%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $567 | $3,779-85.0% | $4,656-87.8% | $4,028-85.9% |
| Admin fee / account holder | $1,686 | $6,110-72.4% | $7,492-77.5% | $5,403-68.8% |