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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 | $21,048 | $167,522-87.4% | $151,639-86.1% | $134,532-84.4% |
| Participation rate | 58.8% | 88.4%-29.6pp | 87.5%-28.7pp | 81.2%-22.4pp |
| Annual return | -19.42% | 7.81%-27.2pp | 3.34%-22.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,912 | $6,828-72.0% | $6,165-69.0% | $4,741-59.7% |
| Participant deferral / active EE | $2,329 | $8,986-74.1% | $8,363-72.1% | $6,401-63.6% |
| Admin fee / account holder | $948 | $13,780-93.1% | $11,613-91.8% | $11,429-91.7% |