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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 | $16,547 | $167,353-90.1% | $143,797-88.5% | $134,545-87.7% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -15.78% | 0.48%-16.3pp | -0.04%-15.7pp | 418.37%-434.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,073 | $6,447-67.8% | $5,638-63.2% | $6,401-67.6% |
| Admin fee / account holder | $360 | $18,096-98.0% | $14,679-97.5% | $11,431-96.9% |