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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 | $14,970 | $71,878-79.2% | $86,698-82.7% | $68,486-78.1% |
| Participation rate | 11.5% | 72.2%-60.8pp | 76.6%-65.1pp | 67.9%-56.4pp |
| Annual return | -16.26% | 3.53%-19.8pp | 35.95%-52.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $494 | $3,779-86.9% | $4,656-89.4% | $4,028-87.7% |
| Admin fee / account holder | $5,419 | $6,113-11.3% | $7,493-27.7% | $5,404+0.3% |