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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 | $15,114 | $83,908-82.0% | $68,509-77.9% | $125,389-87.9% |
| Participation rate | 45.5% | 78.2%-32.7pp | 74.7%-29.3pp | 83.2%-37.7pp |
| Annual return | -2.40% | 14.48%-16.9pp | 8.27%-10.7pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $211 | $4,125-94.9% | $3,382-93.8% | $5,352-96.1% |
| Admin fee / account holder | $1,093 | $8,982-87.8% | $5,275-79.3% | $9,541-88.5% |