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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 | $14,908 | $211,946-93.0% | $169,452-91.2% | $135,379-89.0% |
| Participation rate | 16.7% | 82.6%-66.0pp | 77.8%-61.1pp | 82.6%-66.0pp |
| Annual return | -9.11% | 3.26%-12.4pp | 1.83%-10.9pp | 519.79%-528.9pp |
| Employer contribution / active EE | $478 | $5,117-90.7% | $4,157-88.5% | $4,779-90.0% |
| Participant deferral / active EE | $579 | $6,075-90.5% | $5,277-89.0% | $5,609-89.7% |
| Admin fee / account holder | $366 | $11,472-96.8% | $9,110-96.0% | $10,828-96.6% |