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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 | $28,184 | $140,592-80.0% | $123,105-77.1% | $125,389-77.5% |
| Participation rate | 41.7% | 88.2%-46.5pp | 86.8%-45.1pp | 83.2%-41.5pp |
| Annual return | -0.49% | 16.80%-17.3pp | 13.22%-13.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $777 | $6,980-88.9% | $6,229-87.5% | $5,352-85.5% |
| Admin fee / account holder | $394 | $11,198-96.5% | $9,014-95.6% | $9,541-95.9% |