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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 | $15,908 | $126,661-87.4% | $113,397-86.0% | $138,895-88.5% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.5%-56.5pp | 79.9%-59.9pp |
| Annual return | 14.31% | 25.05%-10.7pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $819 | $5,693-85.6% | $5,076-83.9% | $6,396-87.2% |
| Admin fee / account holder | $14,636 | $14,549+0.6% | $11,957+22.4% | $12,562+16.5% |