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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 | $16,811 | $127,387-86.8% | $115,038-85.4% | $125,389-86.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -0.07% | 31.28%-31.4pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,135 | $5,166-78.0% | $4,608-75.4% | $4,866-76.7% |
| Participant deferral / active EE | $914 | $6,423-85.8% | $6,026-84.8% | $5,352-82.9% |
| Admin fee / account holder | $2,242 | $9,516-76.4% | $8,175-72.6% | $9,541-76.5% |