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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 | $10,157 | $167,362-93.9% | $143,799-92.9% | $134,532-92.5% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -19.39% | 0.47%-19.9pp | -0.04%-19.3pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,177 | $5,620-79.1% | $4,952-76.2% | $4,741-75.2% |
| Participant deferral / active EE | $1,339 | $6,447-79.2% | $5,638-76.3% | $6,401-79.1% |
| Admin fee / account holder | $4,670 | $18,094-74.2% | $14,677-68.2% | $11,429-59.1% |