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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 | $23,512 | $167,533-86.0% | $151,645-84.5% | $134,545-82.5% |
| Participation rate | 64.3% | 88.4%-24.1pp | 87.5%-23.2pp | 81.2%-16.9pp |
| Annual return | -16.89% | 7.81%-24.7pp | 3.34%-20.2pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,987 | $8,985-66.8% | $8,363-64.3% | $6,401-53.3% |
| Admin fee / account holder | $2,007 | $13,781-85.4% | $11,614-82.7% | $11,431-82.4% |