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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 | $16,450 | $72,177-77.2% | $115,038-85.7% | $59,633-72.4% |
| Participation rate | 4.8% | 72.6%-67.7pp | 81.4%-76.5pp | 68.7%-63.8pp |
| Annual return | -1.96% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,471 | $4,783-69.2% | $6,026-75.6% | $3,192-53.9% |
| Admin fee / account holder | $2,704 | $4,927-45.1% | $8,175-66.9% | $4,297-37.1% |