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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 | $3,762 | $43,483-91.3% | $54,726-93.1% | $64,173-94.1% |
| Participation rate | 46.4% | 72.2%-25.7pp | 79.1%-32.7pp | 69.6%-23.1pp |
| Annual return | -5.90% | -1.03%-4.9pp | -4.56%-1.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,632-100.0% | $3,449-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $389 | $3,102-87.5% | $3,953-90.2% | $3,470-88.8% |
| Admin fee / account holder | $1,400 | $4,250-67.0% | $3,818-63.3% | $4,887-71.3% |