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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 | $12,586 | $67,411-81.3% | $91,004-86.2% | $70,124-82.1% |
| Participation rate | 23.2% | 71.4%-48.2pp | 75.6%-52.4pp | 69.5%-46.4pp |
| Annual return | 13.32% | -40.16%+53.5pp | 4.60%+8.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $195 | $2,823-93.1% | $3,548-94.5% | $3,332-94.2% |
| Admin fee / account holder | $336 | $4,236-92.1% | $5,417-93.8% | $4,645-92.8% |