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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 | $11,482 | $167,362-93.1% | $143,799-92.0% | $134,532-91.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.98% | 0.47%-19.5pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,537 | $5,620-72.6% | $4,952-69.0% | $4,741-67.6% |
| Participant deferral / active EE | $1,141 | $6,447-82.3% | $5,638-79.8% | $6,401-82.2% |
| Admin fee / account holder | $473 | $18,094-97.4% | $14,677-96.8% | $11,429-95.9% |