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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 | $31,916 | $94,529-66.2% | $140,019-77.2% | $64,173-50.3% |
| Participation rate | 37.0% | 84.1%-47.1pp | 87.5%-50.5pp | 69.6%-32.6pp |
| Annual return | -4.61% | 7.77%-12.4pp | 651.17%-655.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $870 | $5,250-83.4% | $6,927-87.4% | $3,470-74.9% |
| Admin fee / account holder | $912 | $6,741-86.5% | $10,705-91.5% | $4,887-81.3% |