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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 | $16,568 | $167,504-90.1% | $151,628-89.1% | $134,509-87.7% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -17.97% | 7.81%-25.8pp | 3.34%-21.3pp | 418.13%-436.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,528 | $8,985-83.0% | $8,363-81.7% | $6,400-76.1% |
| Admin fee / account holder | $2,816 | $13,779-79.6% | $11,613-75.8% | $11,427-75.4% |