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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 | $8,164 | $73,848-88.9% | $143,799-94.3% | $68,486-88.1% |
| Participation rate | 14.5% | 66.7%-52.1pp | 80.3%-65.8pp | 67.9%-53.3pp |
| Annual return | -15.73% | 0.91%-16.6pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $703 | $3,385-79.2% | $5,638-87.5% | $4,028-82.5% |
| Admin fee / account holder | $5,429 | $5,755-5.7% | $14,677-63.0% | $5,404+0.5% |