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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 | $30,127 | $110,083-72.6% | $151,639-80.1% | $68,486-56.0% |
| Participation rate | 52.1% | 84.0%-31.9pp | 87.5%-35.4pp | 67.9%-15.8pp |
| Annual return | -11.87% | -10.12%-1.7pp | 3.34%-15.2pp | -7.85%-4.0pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,889 | $6,526-71.1% | $8,363-77.4% | $4,028-53.1% |
| Admin fee / account holder | $10,641 | $7,718+37.9% | $11,613-8.4% | $5,404+96.9% |