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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 | $16,616 | $52,678-68.5% | $75,784-78.1% | $59,633-72.1% |
| Participation rate | 37.0% | 67.2%-30.2pp | 75.8%-38.8pp | 68.7%-31.6pp |
| Annual return | -1.61% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $725 | $2,591-72.0% | $3,652-80.2% | $3,192-77.3% |
| Admin fee / account holder | $2,347 | $3,610-35.0% | $5,300-55.7% | $4,297-45.4% |