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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 | $22,009 | $67,411-67.4% | $91,004-75.8% | $70,126-68.6% |
| Participation rate | 43.9% | 71.4%-27.5pp | 75.6%-31.7pp | 69.5%-25.6pp |
| Annual return | 13.17% | -40.16%+53.3pp | 4.60%+8.6pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $942 | $2,823-66.6% | $3,548-73.4% | $3,332-71.7% |
| Admin fee / account holder | $4,700 | $4,236+10.9% | $5,417-13.2% | $4,645+1.2% |