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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 | $23,518 | $167,504-86.0% | $151,628-84.5% | $134,509-82.5% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.5%-67.5pp | 81.2%-61.2pp |
| Annual return | -12.18% | 7.81%-20.0pp | 3.34%-15.5pp | 418.13%-430.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $258 | $8,985-97.1% | $8,363-96.9% | $6,400-96.0% |
| Admin fee / account holder | $8,241 | $13,779-40.2% | $11,613-29.0% | $11,427-27.9% |