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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 | $13,196 | $140,592-90.6% | $123,106-89.3% | $125,388-89.5% |
| Participation rate | 11.1% | 88.2%-77.1pp | 86.8%-75.7pp | 83.2%-72.1pp |
| Annual return | -1.29% | 16.80%-18.1pp | 13.22%-14.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $460 | $6,980-93.4% | $6,229-92.6% | $5,352-91.4% |
| Admin fee / account holder | $21,362 | $11,198+90.8% | $9,015+137.0% | $9,541+123.9% |