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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 | $8,623 | $127,387-93.2% | $115,038-92.5% | $125,389-93.1% |
| Participation rate | 29.4% | 84.2%-54.7pp | 81.4%-52.0pp | 83.2%-53.8pp |
| Annual return | -2.25% | 31.28%-33.5pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,545 | $6,423-75.9% | $6,026-74.4% | $5,352-71.1% |
| Admin fee / account holder | $1,174 | $9,516-87.7% | $8,175-85.6% | $9,541-87.7% |