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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 | $16,553 | $71,873-77.0% | $86,698-80.9% | $68,490-75.8% |
| Participation rate | 29.3% | 72.2%-43.0pp | 76.6%-47.3pp | 67.9%-38.6pp |
| Annual return | -14.03% | 3.54%-17.6pp | 35.96%-50.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,527 | $3,779-59.6% | $4,656-67.2% | $4,028-62.1% |
| Admin fee / account holder | $3,366 | $6,110-44.9% | $7,492-55.1% | $5,403-37.7% |