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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 | $305,245-60.7% | $258,236-53.6% | $428,746-72.0% |
| Participation rate | 33.3% | 85.7%-52.3pp | 81.9%-48.6pp | 88.2%-54.9pp |
| Annual return | 9.27% | -5.74%+15.0pp | -3.31%+12.6pp | 331.92%-322.7pp |
| Employer contribution / active EE | $0 | $9,167-100.0% | $7,891-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $4,363 | $5,791-24.7% | $5,237-16.7% | $5,961-26.8% |
| Admin fee / account holder | $1,334 | $16,482-91.9% | $14,475-90.8% | $31,735-95.8% |