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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 | $87,157 | $315,483-72.4% | $273,431-68.1% | $483,350-82.0% |
| Participation rate | 58.8% | 86.8%-28.0pp | 82.4%-23.6pp | 89.0%-30.1pp |
| Annual return | 14.14% | -10.46%+24.6pp | -9.23%+23.4pp | 533.38%-519.2pp |
| Employer contribution / active EE | $0 | $11,830-100.0% | $9,562-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $438 | $5,137-91.5% | $4,950-91.2% | $6,196-92.9% |
| Admin fee / account holder | $4,838 | $22,551-78.5% | $20,305-76.2% | $41,445-88.3% |