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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 | $17,218 | $167,362-89.7% | $143,799-88.0% | $134,532-87.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.44% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,191 | $5,620-78.8% | $4,952-76.0% | $4,741-74.9% |
| Participant deferral / active EE | $1,433 | $6,447-77.8% | $5,638-74.6% | $6,401-77.6% |
| Admin fee / account holder | $6,046 | $18,094-66.6% | $14,677-58.8% | $11,429-47.1% |