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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 | $16,943 | $167,362-89.9% | $143,799-88.2% | $134,532-87.4% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -19.60% | 0.47%-20.1pp | -0.04%-19.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,178 | $5,620-79.0% | $4,952-76.2% | $4,741-75.2% |
| Participant deferral / active EE | $1,830 | $6,447-71.6% | $5,638-67.5% | $6,401-71.4% |
| Admin fee / account holder | $813 | $18,094-95.5% | $14,677-94.5% | $11,429-92.9% |