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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 | $17,675 | $50,947-65.3% | $74,549-76.3% | $64,173-72.5% |
| Participation rate | 28.6% | 61.1%-32.5pp | 69.1%-40.6pp | 69.6%-41.0pp |
| Annual return | -7.00% | -1.85%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $496 | $2,302-78.4% | $3,108-84.0% | $3,470-85.7% |
| Admin fee / account holder | $2,232 | $4,221-47.1% | $5,059-55.9% | $4,887-54.3% |