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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 | $17,408 | $167,522-89.6% | $151,639-88.5% | $134,532-87.1% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.5%-18.3pp | 81.2%-12.0pp |
| Annual return | -11.22% | 7.81%-19.0pp | 3.34%-14.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,507 | $8,986-83.2% | $8,363-82.0% | $6,401-76.4% |
| Admin fee / account holder | $10,216 | $13,780-25.9% | $11,613-12.0% | $11,429-10.6% |