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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 | $12,459 | $97,020-87.2% | $83,322-85.0% | $135,379-90.8% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -6.92% | 12.31%-19.2pp | 10.64%-17.6pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $431 | $5,964-92.8% | $5,565-92.2% | $5,609-92.3% |
| Admin fee / account holder | $1,137 | $8,426-86.5% | $7,540-84.9% | $10,828-89.5% |