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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 | $5,161 | $45,872-88.7% | $77,096-93.3% | $68,486-92.5% |
| Participation rate | 44.9% | 55.9%-11.0pp | 67.9%-23.0pp | 67.9%-23.0pp |
| Annual return | -11.35% | 1.73%-13.1pp | 42.35%-53.7pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $730 | $2,963-75.3% | $4,429-83.5% | $4,028-81.9% |
| Admin fee / account holder | $2,801 | $3,041-7.9% | $5,428-48.4% | $5,404-48.2% |