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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 | $327,280-58.6% | $220,257-38.5% | $352,355-61.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.3%-14.6pp | 89.9%-23.2pp |
| Annual return | 12.09% | -16.78%+28.9pp | -15.62%+27.7pp | 910.77%-898.7pp |
| Employer contribution / active EE | $0 | $4,706-100.0% | $3,751-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $4,470 | $6,231-28.3% | $5,465-18.2% | $6,422-30.4% |
| Admin fee / account holder | $8,066 | $17,551-54.0% | $12,849-37.2% | $32,261-75.0% |