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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 | $18,273 | $127,387-85.7% | $115,038-84.1% | $125,389-85.4% |
| Participation rate | 11.1% | 84.2%-73.0pp | 81.4%-70.3pp | 83.2%-72.1pp |
| Annual return | -1.99% | 31.28%-33.3pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,624 | $6,423-74.7% | $6,026-73.1% | $5,352-69.7% |
| Admin fee / account holder | $1,596 | $9,516-83.2% | $8,175-80.5% | $9,541-83.3% |