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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 | $21,649 | $82,032-73.6% | $123,106-82.4% | $59,632-63.7% |
| Participation rate | 50.7% | 83.2%-32.5pp | 86.8%-36.1pp | 68.7%-18.0pp |
| Annual return | -0.88% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $888 | $4,667-81.0% | $6,229-85.7% | $3,192-72.2% |
| Admin fee / account holder | $902 | $5,881-84.7% | $9,015-90.0% | $4,297-79.0% |