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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 | $19,973 | $67,411-70.4% | $91,004-78.1% | $70,126-71.5% |
| Participation rate | 45.5% | 71.4%-25.9pp | 75.6%-30.1pp | 69.5%-24.1pp |
| Annual return | 14.70% | -40.16%+54.9pp | 4.60%+10.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,065 | $2,823-62.3% | $3,548-70.0% | $3,332-68.0% |
| Admin fee / account holder | $2,023 | $4,236-52.2% | $5,417-62.7% | $4,645-56.4% |