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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 | $11,932 | $167,352-92.9% | $143,788-91.7% | $134,509-91.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -18.92% | 0.47%-19.4pp | -0.03%-18.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $1,327 | $5,620-76.4% | $4,952-73.2% | $4,741-72.0% |
| Participant deferral / active EE | $1,523 | $6,447-76.4% | $5,638-73.0% | $6,400-76.2% |
| Admin fee / account holder | $7,709 | $18,091-57.4% | $14,675-47.5% | $11,427-32.5% |