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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 | $14,698 | $71,872-79.5% | $86,691-83.0% | $68,495-78.5% |
| Participation rate | 13.8% | 72.2%-58.5pp | 76.6%-62.8pp | 67.9%-54.1pp |
| Annual return | -13.89% | 3.53%-17.4pp | 35.94%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $770 | $3,779-79.6% | $4,656-83.5% | $4,028-80.9% |
| Admin fee / account holder | $1,214 | $6,112-80.1% | $7,492-83.8% | $5,403-77.5% |