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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 | $17,062 | $167,362-89.8% | $143,799-88.1% | $134,532-87.3% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -17.97% | 0.47%-18.4pp | -0.04%-17.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,503 | $5,620-73.3% | $4,952-69.6% | $4,741-68.3% |
| Participant deferral / active EE | $2,061 | $6,447-68.0% | $5,638-63.4% | $6,401-67.8% |
| Admin fee / account holder | $658 | $18,094-96.4% | $14,677-95.5% | $11,429-94.2% |