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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 | $162,136-91.3% | $152,301-90.8% | $154,746-90.9% |
| Participation rate | 13.0% | 84.1%-71.1pp | 82.4%-69.4pp | 80.7%-67.7pp |
| Annual return | 15.91% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $810 | $8,341-90.3% | $8,004-89.9% | $6,730-88.0% |
| Admin fee / account holder | $3,682 | $15,759-76.6% | $14,398-74.4% | $14,365-74.4% |