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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 | $17,359 | $77,817-77.7% | $123,553-86.0% | $64,173-72.9% |
| Participation rate | 48.4% | 74.7%-26.3pp | 82.3%-33.9pp | 69.6%-21.1pp |
| Annual return | -5.88% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,371 | $5,240-73.8% | $6,426-78.7% | $3,470-60.5% |
| Admin fee / account holder | $7,852 | $5,519+42.3% | $9,284-15.4% | $4,887+60.7% |