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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 | $135,538 | $216,853-37.5% | $192,072-29.4% | $461,066-70.6% |
| Participation rate | 66.7% | 88.6%-22.0pp | 86.4%-19.7pp | 87.7%-21.0pp |
| Annual return | 12.09% | -0.83%+12.9pp | -0.38%+12.5pp | 484.84%-472.8pp |
| Employer contribution / active EE | $0 | $8,611-100.0% | $7,585-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $4,470 | $4,842-7.7% | $4,904-8.9% | $6,032-25.9% |
| Admin fee / account holder | $8,066 | $11,707-31.1% | $10,448-22.8% | $28,147-71.3% |