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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 | $4,983 | $167,352-97.0% | $143,788-96.5% | $134,509-96.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -13.52% | 0.47%-14.0pp | -0.03%-13.5pp | 418.13%-431.7pp |
| Employer contribution / active EE | $1,464 | $5,620-73.9% | $4,952-70.4% | $4,741-69.1% |
| Participant deferral / active EE | $1,464 | $6,447-77.3% | $5,638-74.0% | $6,400-77.1% |
| Admin fee / account holder | $2,356 | $18,091-87.0% | $14,675-83.9% | $11,427-79.4% |