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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 | $11,415 | $133,998-91.5% | $112,263-89.8% | $134,545-91.5% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -16.00% | 47.17%-63.2pp | 27.49%-43.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $913 | $4,040-77.4% | $3,636-74.9% | $4,742-80.8% |
| Participant deferral / active EE | $1,199 | $5,292-77.3% | $4,729-74.6% | $6,401-81.3% |
| Admin fee / account holder | $568 | $7,493-92.4% | $6,410-91.1% | $11,431-95.0% |