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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 | $6,928 | $62,583-88.9% | $76,767-91.0% | $64,173-89.2% |
| Participation rate | 19.3% | 72.8%-53.5pp | 77.0%-57.7pp | 69.6%-50.3pp |
| Annual return | -1.66% | -1.95%+0.3pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $160 | $3,145-94.9% | $3,852-95.8% | $3,470-95.4% |
| Admin fee / account holder | $1,825 | $4,667-60.9% | $6,675-72.7% | $4,887-62.7% |