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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 | $16,726 | $71,873-76.7% | $86,698-80.7% | $68,490-75.6% |
| Participation rate | 18.6% | 72.2%-53.7pp | 76.6%-58.0pp | 67.9%-49.3pp |
| Annual return | -17.86% | 3.54%-21.4pp | 35.96%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,060 | $3,779-72.0% | $4,656-77.2% | $4,028-73.7% |
| Admin fee / account holder | $5,258 | $6,110-13.9% | $7,492-29.8% | $5,403-2.7% |