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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 | $18,270 | $99,994-81.7% | $146,647-87.5% | $85,851-78.7% |
| Participation rate | 23.5% | 73.1%-49.5pp | 80.1%-56.5pp | 69.3%-45.8pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,325 | $4,006-66.9% | $5,506-75.9% | $3,952-66.5% |
| Admin fee / account holder | $1,783 | $7,703-76.9% | $10,281-82.7% | $6,261-71.5% |