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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 | $16,873 | $71,878-76.5% | $86,698-80.5% | $68,486-75.4% |
| Participation rate | 34.0% | 72.2%-38.2pp | 76.6%-42.5pp | 67.9%-33.9pp |
| Annual return | -11.65% | 3.53%-15.2pp | 35.95%-47.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $607 | $3,779-83.9% | $4,656-87.0% | $4,028-84.9% |
| Admin fee / account holder | $418 | $6,113-93.2% | $7,493-94.4% | $5,404-92.3% |