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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 | $19,772 | $140,592-85.9% | $123,105-83.9% | $125,389-84.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -0.51% | 16.80%-17.3pp | 13.22%-13.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,335 | $6,980-80.9% | $6,229-78.6% | $5,352-75.1% |
| Admin fee / account holder | $7,480 | $11,198-33.2% | $9,014-17.0% | $9,541-21.6% |