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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 | $10,761 | $100,811-89.3% | $86,698-87.6% | $134,545-92.0% |
| Participation rate | 28.6% | 79.0%-50.4pp | 76.6%-48.0pp | 81.2%-52.7pp |
| Annual return | -13.84% | 29.11%-42.9pp | 35.96%-49.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $1,009 | $3,490-71.1% | $2,837-64.4% | $4,742-78.7% |
| Participant deferral / active EE | $1,019 | $5,339-80.9% | $4,656-78.1% | $6,401-84.1% |
| Admin fee / account holder | $5,882 | $10,926-46.2% | $7,492-21.5% | $11,431-48.5% |