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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 | $55,066 | $224,961-75.5% | $169,231-67.5% | $352,355-84.4% |
| Participation rate | 44.4% | 85.5%-41.0pp | 81.6%-37.1pp | 89.9%-45.4pp |
| Annual return | 14.87% | -10.50%+25.4pp | -8.69%+23.6pp | 910.77%-895.9pp |
| Employer contribution / active EE | $0 | $9,535-100.0% | $6,220-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $2,446 | $3,338-26.7% | $3,346-26.9% | $6,422-61.9% |
| Admin fee / account holder | $584 | $19,089-96.9% | $14,320-95.9% | $32,261-98.2% |