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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 | $23,364 | $69,977-66.6% | $108,582-78.5% | $62,881-62.8% |
| Participation rate | 49.0% | 72.9%-23.9pp | 79.6%-30.6pp | 69.3%-20.3pp |
| Annual return | 7.11% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $864 | $3,165-72.7% | $4,311-79.9% | $3,203-73.0% |
| Admin fee / account holder | $2,505 | $5,076-50.6% | $7,645-67.2% | $4,296-41.7% |