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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 | $22,083 | $71,873-69.3% | $86,698-74.5% | $68,490-67.8% |
| Participation rate | 18.0% | 72.2%-54.3pp | 76.6%-58.6pp | 67.9%-49.9pp |
| Annual return | -18.72% | 3.54%-22.3pp | 35.96%-54.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $464 | $3,779-87.7% | $4,656-90.0% | $4,028-88.5% |
| Admin fee / account holder | $1,010 | $6,110-83.5% | $7,492-86.5% | $5,403-81.3% |