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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 | $18,411 | $127,387-85.5% | $115,038-84.0% | $125,389-85.3% |
| Participation rate | 22.7% | 84.2%-61.4pp | 81.4%-58.6pp | 83.2%-60.5pp |
| Annual return | -3.01% | 31.28%-34.3pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $723 | $6,423-88.7% | $6,026-88.0% | $5,352-86.5% |
| Admin fee / account holder | $323 | $9,516-96.6% | $8,175-96.0% | $9,541-96.6% |