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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 | $16,194 | $77,816-79.2% | $123,552-86.9% | $64,173-74.8% |
| Participation rate | 44.4% | 74.7%-30.3pp | 82.3%-37.9pp | 69.6%-25.1pp |
| Annual return | -4.42% | 12.49%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,490 | $5,240-71.6% | $6,426-76.8% | $3,470-57.1% |
| Admin fee / account holder | $9,093 | $5,519+64.8% | $9,285-2.1% | $4,887+86.1% |