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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 | $15,897 | $71,873-77.9% | $86,698-81.7% | $68,490-76.8% |
| Participation rate | 25.8% | 72.2%-46.4pp | 76.6%-50.8pp | 67.9%-42.1pp |
| Annual return | -18.22% | 3.54%-21.8pp | 35.96%-54.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $689 | $3,779-81.8% | $4,656-85.2% | $4,028-82.9% |
| Admin fee / account holder | $370 | $6,110-93.9% | $7,492-95.1% | $5,403-93.1% |