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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 | $17,963 | $69,977-74.3% | $108,582-83.5% | $62,881-71.4% |
| Participation rate | 41.4% | 72.9%-31.5pp | 79.6%-38.2pp | 69.3%-27.9pp |
| Annual return | 7.78% | 10.73%-2.9pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $922 | $3,165-70.9% | $4,311-78.6% | $3,203-71.2% |
| Admin fee / account holder | $655 | $5,076-87.1% | $7,645-91.4% | $4,296-84.8% |