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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 | $22,489 | $167,533-86.6% | $151,645-85.2% | $134,545-83.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -17.49% | 7.81%-25.3pp | 3.34%-20.8pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,820 | $6,828-73.4% | $6,165-70.5% | $4,742-61.6% |
| Participant deferral / active EE | $1,820 | $8,985-79.7% | $8,363-78.2% | $6,401-71.6% |
| Admin fee / account holder | $308 | $13,781-97.8% | $11,614-97.3% | $11,431-97.3% |