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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 | $18,006 | $73,019-75.3% | $90,766-80.2% | $68,490-73.7% |
| Participation rate | 34.2% | 70.8%-36.6pp | 75.7%-41.5pp | 67.9%-33.7pp |
| Annual return | -16.59% | -13.81%-2.8pp | -12.16%-4.4pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $814 | $3,626-77.6% | $4,565-82.2% | $4,028-79.8% |
| Admin fee / account holder | $1,721 | $5,897-70.8% | $8,446-79.6% | $5,403-68.2% |