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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 | $18,171 | $127,387-85.7% | $115,038-84.2% | $125,389-85.5% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -1.21% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $842 | $5,166-83.7% | $4,608-81.7% | $4,866-82.7% |
| Participant deferral / active EE | $1,047 | $6,423-83.7% | $6,026-82.6% | $5,352-80.4% |
| Admin fee / account holder | $2,540 | $9,516-73.3% | $8,175-68.9% | $9,541-73.4% |