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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 | $119,950 | $315,483-62.0% | $273,431-56.1% | $483,350-75.2% |
| Participation rate | 33.3% | 86.8%-53.4pp | 82.4%-49.1pp | 89.0%-55.6pp |
| Annual return | 9.27% | -10.46%+19.7pp | -9.23%+18.5pp | 533.38%-524.1pp |
| Employer contribution / active EE | $0 | $11,830-100.0% | $9,562-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $4,363 | $5,137-15.1% | $4,950-11.8% | $6,196-29.6% |
| Admin fee / account holder | $1,334 | $22,551-94.1% | $20,305-93.4% | $41,445-96.8% |