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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 | $24,813 | $72,486-65.8% | $87,103-71.5% | $72,976-66.0% |
| Participation rate | 15.1% | 72.8%-57.7pp | 76.9%-61.8pp | 69.5%-54.4pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $571 | $3,270-82.5% | $4,049-85.9% | $3,608-84.2% |
| Admin fee / account holder | $310 | $5,055-93.9% | $7,491-95.9% | $5,124-94.0% |