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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 | $19,159 | $122,051-84.3% | $184,185-89.6% | $74,400-74.2% |
| Participation rate | 33.6% | 85.5%-51.9pp | 86.8%-53.3pp | 67.2%-33.7pp |
| Annual return | 13.10% | 19.91%-6.8pp | 28.81%-15.7pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,426-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,825 | $7,146-74.5% | $9,132-80.0% | $4,348-58.0% |
| Admin fee / account holder | $3,798 | $1,258+201.9% | $13,909-72.7% | $1,944+95.4% |