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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 | $18,383 | $167,362-89.0% | $143,799-87.2% | $134,532-86.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 0.23% | 0.47%-0.2pp | -0.04%+0.3pp | 418.27%-418.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,488 | $6,447-76.9% | $5,638-73.6% | $6,401-76.8% |
| Admin fee / account holder | $459 | $18,094-97.5% | $14,677-96.9% | $11,429-96.0% |