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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 | $13,092 | $140,592-90.7% | $123,105-89.4% | $125,389-89.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -0.52% | 16.80%-17.3pp | 13.22%-13.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,250 | $6,041-79.3% | $5,151-75.7% | $4,866-74.3% |
| Participant deferral / active EE | $439 | $6,980-93.7% | $6,229-93.0% | $5,352-91.8% |
| Admin fee / account holder | $5,831 | $11,198-47.9% | $9,014-35.3% | $9,541-38.9% |