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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 | $288,797-69.8% | $239,577-63.6% | $382,429-77.2% |
| Participation rate | 58.8% | 85.8%-27.0pp | 82.1%-23.3pp | 87.7%-28.9pp |
| Annual return | 14.14% | -3.30%+17.4pp | -0.70%+14.8pp | 248.85%-234.7pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $438 | $6,420-93.2% | $5,676-92.3% | $5,727-92.4% |
| Admin fee / account holder | $4,838 | $18,649-74.1% | $19,315-75.0% | $30,732-84.3% |