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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 | $8,663 | $167,323-94.8% | $143,770-94.0% | $134,493-93.6% |
| Participation rate | 18.8% | 84.8%-66.1pp | 80.3%-61.6pp | 81.2%-62.5pp |
| Annual return | -13.71% | 0.47%-14.2pp | -0.04%-13.7pp | 418.01%-431.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $416 | $6,446-93.5% | $5,638-92.6% | $6,400-93.5% |
| Admin fee / account holder | $514 | $18,088-97.2% | $14,673-96.5% | $11,425-95.5% |