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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 | $12,259 | $100,811-87.8% | $86,698-85.9% | $134,545-90.9% |
| Participation rate | 45.5% | 79.0%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -13.42% | 29.11%-42.5pp | 35.96%-49.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $1,145 | $3,490-67.2% | $2,837-59.6% | $4,742-75.8% |
| Participant deferral / active EE | $1,727 | $5,339-67.6% | $4,656-62.9% | $6,401-73.0% |
| Admin fee / account holder | $2,971 | $10,926-72.8% | $7,492-60.3% | $11,431-74.0% |