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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 | $22,836 | $69,977-67.4% | $108,582-79.0% | $62,881-63.7% |
| Participation rate | 61.1% | 72.9%-11.8pp | 79.6%-18.5pp | 69.3%-8.2pp |
| Annual return | 7.24% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $996 | $3,165-68.5% | $4,311-76.9% | $3,203-68.9% |
| Admin fee / account holder | $6,891 | $5,076+35.7% | $7,645-9.9% | $4,296+60.4% |