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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 | $75,417 | $90,671-16.8% | $85,826-12.1% | $382,429-80.3% |
| Participation rate | 42.9% | 84.1%-41.3pp | 72.9%-30.0pp | 87.7%-44.9pp |
| Annual return | 19.16% | -14.82%+34.0pp | -10.29%+29.5pp | 248.85%-229.7pp |
| Employer contribution / active EE | $0 | $10,032-100.0% | $6,831-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $1,221 | $4,675-73.9% | $3,752-67.4% | $5,727-78.7% |
| Admin fee / account holder | $4,014 | $4,773-15.9% | $4,820-16.7% | $30,732-86.9% |