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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 | $8,405 | $46,697-82.0% | $117,533-92.8% | $68,486-87.7% |
| Participation rate | 8.1% | 56.8%-48.7pp | 70.6%-62.5pp | 67.9%-59.8pp |
| Annual return | -6.00% | -14.52%+8.5pp | 29.77%-35.8pp | -7.85%+1.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $49 | $2,637-98.2% | $4,072-98.8% | $4,028-98.8% |
| Admin fee / account holder | $13,259 | $4,023+229.6% | $5,647+134.8% | $5,404+145.4% |