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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 | $17,317 | $52,836-67.2% | $105,736-83.6% | $64,173-73.0% |
| Participation rate | 33.3% | 66.5%-33.2pp | 76.3%-43.0pp | 69.6%-36.2pp |
| Annual return | -5.42% | 14.30%-19.7pp | 6.27%-11.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $572 | $2,545-77.5% | $4,080-86.0% | $3,470-83.5% |
| Admin fee / account holder | $14,828 | $3,959+274.6% | $6,913+114.5% | $4,887+203.4% |