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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 | $23,979 | $82,028-70.8% | $123,105-80.5% | $59,633-59.8% |
| Participation rate | 28.4% | 83.2%-54.8pp | 86.8%-58.4pp | 68.7%-40.3pp |
| Annual return | -1.31% | 5.12%-6.4pp | 13.22%-14.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $396 | $4,667-91.5% | $6,229-93.6% | $3,192-87.6% |
| Admin fee / account holder | $773 | $5,879-86.9% | $9,014-91.4% | $4,297-82.0% |