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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 | $12,391 | $199,109-93.8% | $173,730-92.9% | $154,746-92.0% |
| Participation rate | 52.4% | 82.8%-30.4pp | 79.6%-27.2pp | 80.7%-28.3pp |
| Annual return | 18.24% | 20.02%-1.8pp | 19.96%-1.7pp | 172.34%-154.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,007 | $7,113-85.8% | $6,326-84.1% | $6,730-85.0% |
| Admin fee / account holder | $1,233 | $20,916-94.1% | $17,523-93.0% | $14,365-91.4% |