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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 | $17,431 | $99,016-82.4% | $93,759-81.4% | $66,938-74.0% |
| Participation rate | 22.6% | 82.1%-59.6pp | 81.0%-58.4pp | 69.8%-47.3pp |
| Annual return | -12.86% | -14.59%+1.7pp | -11.33%-1.5pp | 1.58%-14.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,324-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,628 | $6,689-60.7% | $6,096-56.9% | $4,238-38.0% |
| Admin fee / account holder | $1,288 | $477+169.8% | $7,197-82.1% | $594+117.0% |