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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 | $16,634 | $60,349-72.4% | $74,184-77.6% | $62,881-73.5% |
| Participation rate | 20.9% | 72.7%-51.8pp | 76.6%-55.7pp | 69.3%-48.4pp |
| Annual return | 6.53% | 21.38%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $466 | $2,856-83.7% | $3,550-86.9% | $3,203-85.5% |
| Admin fee / account holder | $17,805 | $4,261+317.9% | $5,586+218.8% | $4,296+314.5% |