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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 | $13,035 | $167,504-92.2% | $151,628-91.4% | $134,509-90.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -19.43% | 7.81%-27.2pp | 3.34%-22.8pp | 418.13%-437.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,709 | $8,985-69.9% | $8,363-67.6% | $6,400-57.7% |
| Admin fee / account holder | $478 | $13,779-96.5% | $11,613-95.9% | $11,427-95.8% |