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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 | $13,227 | $72,177-81.7% | $115,038-88.5% | $59,633-77.8% |
| Participation rate | 23.9% | 72.6%-48.7pp | 81.4%-57.5pp | 68.7%-44.8pp |
| Annual return | -1.64% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,748 | $4,783-63.4% | $6,026-71.0% | $3,192-45.2% |
| Admin fee / account holder | $1,328 | $4,927-73.0% | $8,175-83.8% | $4,297-69.1% |