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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 | $277,676-80.2% | $197,507-72.1% | $428,746-87.2% |
| Participation rate | 44.4% | 84.9%-40.5pp | 80.2%-35.7pp | 88.2%-43.8pp |
| Annual return | 14.87% | -8.32%+23.2pp | -4.87%+19.7pp | 331.92%-317.0pp |
| Employer contribution / active EE | $0 | $7,139-100.0% | $4,728-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $2,446 | $5,067-51.7% | $4,383-44.2% | $5,961-59.0% |
| Admin fee / account holder | $584 | $20,354-97.1% | $18,594-96.9% | $31,735-98.2% |