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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 | $18,757 | $48,364-61.2% | $71,796-73.9% | $62,881-70.2% |
| Participation rate | 24.4% | 60.6%-36.2pp | 69.1%-44.7pp | 69.3%-44.9pp |
| Annual return | 6.59% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $613 | $2,091-70.7% | $2,794-78.1% | $3,203-80.9% |
| Admin fee / account holder | $9,525 | $3,771+152.6% | $4,815+97.8% | $4,296+121.7% |