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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 | $12,061 | $167,533-92.8% | $151,645-92.0% | $134,545-91.0% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.5%-32.9pp | 81.2%-26.7pp |
| Annual return | -12.69% | 7.81%-20.5pp | 3.34%-16.0pp | 418.37%-431.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $949 | $8,985-89.4% | $8,363-88.7% | $6,401-85.2% |
| Admin fee / account holder | $3,268 | $13,781-76.3% | $11,614-71.9% | $11,431-71.4% |