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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 | $14,903 | $62,583-76.2% | $76,767-80.6% | $64,173-76.8% |
| Participation rate | 53.8% | 72.8%-19.0pp | 77.0%-23.1pp | 69.6%-15.7pp |
| Annual return | -1.71% | -1.95%+0.2pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $930 | $3,145-70.4% | $3,852-75.8% | $3,470-73.2% |
| Admin fee / account holder | $1,210 | $4,667-74.1% | $6,675-81.9% | $4,887-75.3% |