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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 | $16,310 | $59,231-72.5% | $90,223-81.9% | $52,331-68.8% |
| Participation rate | 53.1% | 75.0%-21.9pp | 79.0%-25.9pp | 68.1%-15.0pp |
| Annual return | 0.01% | 3.53%-3.5pp | 1.31%-1.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $3,391-100.0% | $4,378-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,158 | $4,659-75.1% | $5,792-80.0% | $3,022-61.7% |
| Admin fee / account holder | $1,114 | $515+116.4% | $7,406-85.0% | $592+88.2% |