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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 | $10,651 | $167,362-93.6% | $143,799-92.6% | $134,532-92.1% |
| Participation rate | 42.1% | 84.8%-42.7pp | 80.3%-38.2pp | 81.2%-39.1pp |
| Annual return | -12.28% | 0.47%-12.8pp | -0.04%-12.2pp | 418.27%-430.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $853 | $6,447-86.8% | $5,638-84.9% | $6,401-86.7% |
| Admin fee / account holder | $674 | $18,094-96.3% | $14,677-95.4% | $11,429-94.1% |