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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 | $11,814 | $140,592-91.6% | $123,105-90.4% | $125,389-90.6% |
| Participation rate | 55.6% | 88.2%-32.6pp | 86.8%-31.2pp | 83.2%-27.6pp |
| Annual return | -0.53% | 16.80%-17.3pp | 13.22%-13.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,737 | $6,980-75.1% | $6,229-72.1% | $5,352-67.6% |
| Admin fee / account holder | $4,371 | $11,198-61.0% | $9,014-51.5% | $9,541-54.2% |