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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 | $13,013 | $71,873-81.9% | $86,698-85.0% | $68,490-81.0% |
| Participation rate | 26.9% | 72.2%-45.3pp | 76.6%-49.7pp | 67.9%-41.0pp |
| Annual return | -16.07% | 3.54%-19.6pp | 35.96%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $684 | $3,779-81.9% | $4,656-85.3% | $4,028-83.0% |
| Admin fee / account holder | $1,164 | $6,110-81.0% | $7,492-84.5% | $5,403-78.5% |