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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 | $14,336 | $127,387-88.7% | $115,038-87.5% | $125,389-88.6% |
| Participation rate | 17.6% | 84.2%-66.5pp | 81.4%-63.7pp | 83.2%-65.5pp |
| Annual return | -2.29% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,326 | $6,423-79.3% | $6,026-78.0% | $5,352-75.2% |
| Admin fee / account holder | $3,861 | $9,516-59.4% | $8,175-52.8% | $9,541-59.5% |