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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 | $22,493 | $71,878-68.7% | $86,698-74.1% | $68,486-67.2% |
| Participation rate | 19.4% | 72.2%-52.8pp | 76.6%-57.1pp | 67.9%-48.4pp |
| Annual return | -16.36% | 3.53%-19.9pp | 35.95%-52.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $689 | $3,779-81.8% | $4,656-85.2% | $4,028-82.9% |
| Admin fee / account holder | $3,462 | $6,113-43.4% | $7,493-53.8% | $5,404-35.9% |