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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 | $20,836 | $167,522-87.6% | $151,639-86.3% | $134,532-84.5% |
| Participation rate | 26.7% | 88.4%-61.7pp | 87.5%-60.8pp | 81.2%-54.6pp |
| Annual return | -18.19% | 7.81%-26.0pp | 3.34%-21.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,178 | $8,986-86.9% | $8,363-85.9% | $6,401-81.6% |
| Admin fee / account holder | $665 | $13,780-95.2% | $11,613-94.3% | $11,429-94.2% |