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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 | $120,604 | $233,278-48.3% | $379,314-68.2% | $233,076-48.3% |
| Participation rate | 37.5% | 37.6%-0.1pp | 17.4%+20.1pp | 46.4%-8.9pp |
| Annual return | -6.64% | -2.89%-3.8pp | -2.18%-4.5pp | -82.67%+76.0pp |
| Employer contribution / active EE | $32,062 | $50,326-36.3% | $38,751-17.3% | $43,771-26.7% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $712 | $4,632-84.6% | $4,180-83.0% | $11,204-93.6% |