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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 | $14,042 | $154,228-90.9% | $145,433-90.3% | $137,256-89.8% |
| Participation rate | 13.0% | 83.8%-70.7pp | 82.1%-69.1pp | 80.0%-66.9pp |
| Annual return | 15.91% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $810 | $8,216-90.1% | $7,897-89.7% | $6,407-87.4% |
| Admin fee / account holder | $3,682 | $14,344-74.3% | $13,129-72.0% | $12,270-70.0% |