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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 | $25,329 | $63,924-60.4% | $108,582-76.7% | $55,167-54.1% |
| Participation rate | 23.3% | 74.3%-51.0pp | 79.6%-56.3pp | 69.0%-45.7pp |
| Annual return | 8.48% | 15.31%-6.8pp | -51.70%+60.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $484 | $3,067-84.2% | $4,311-88.8% | $3,054-84.2% |
| Admin fee / account holder | $466 | $618-24.6% | $7,645-93.9% | $504-7.5% |