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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 | $8,128 | $167,353-95.1% | $143,797-94.3% | $134,545-94.0% |
| Participation rate | 18.8% | 84.8%-66.1pp | 80.3%-61.6pp | 81.2%-62.5pp |
| Annual return | -12.84% | 0.48%-13.3pp | -0.04%-12.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $519 | $6,447-92.0% | $5,638-90.8% | $6,401-91.9% |
| Admin fee / account holder | $2,448 | $18,096-86.5% | $14,679-83.3% | $11,431-78.6% |