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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 | $11,603 | $155,555-92.5% | $146,866-92.1% | $155,188-92.5% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.5%-55.2pp | 80.8%-53.5pp |
| Annual return | 12.42% | 115.41%-103.0pp | 102.85%-90.4pp | 148.84%-136.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $181 | $8,044-97.7% | $7,759-97.7% | $6,531-97.2% |
| Admin fee / account holder | $2,231 | $14,755-84.9% | $13,620-83.6% | $14,480-84.6% |