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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 | $16,285 | $100,792-83.8% | $86,691-81.2% | $134,509-87.9% |
| Participation rate | 42.9% | 78.9%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | -5.89% | 29.08%-35.0pp | 35.94%-41.8pp | 418.13%-424.0pp |
| Employer contribution / active EE | $901 | $3,491-74.2% | $2,837-68.2% | $4,741-81.0% |
| Participant deferral / active EE | $1,275 | $5,339-76.1% | $4,656-72.6% | $6,400-80.1% |
| Admin fee / account holder | $80,659 | $10,924+638.4% | $7,492+976.6% | $11,427+605.9% |