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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 | $19,229 | $65,704-70.7% | $94,229-79.6% | $59,633-67.8% |
| Participation rate | 29.6% | 72.1%-42.5pp | 78.8%-49.1pp | 68.7%-39.0pp |
| Annual return | 0.10% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,026 | $3,143-67.4% | $4,320-76.3% | $3,192-67.9% |
| Admin fee / account holder | $4,027 | $4,265-5.6% | $6,269-35.8% | $4,297-6.3% |