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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 | $13,662 | $62,583-78.2% | $76,767-82.2% | $64,173-78.7% |
| Participation rate | 21.2% | 72.8%-51.6pp | 77.0%-55.8pp | 69.6%-48.4pp |
| Annual return | -3.21% | -1.95%-1.3pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $243 | $3,145-92.3% | $3,852-93.7% | $3,470-93.0% |
| Admin fee / account holder | $7,215 | $4,667+54.6% | $6,675+8.1% | $4,887+47.6% |