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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 | $15,409 | $185,312-91.7% | $161,489-90.5% | $154,746-90.0% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.7%-62.0pp | 80.7%-64.0pp |
| Annual return | 17.35% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,134 | $6,350-82.1% | $5,630-79.9% | $6,730-83.2% |
| Admin fee / account holder | $4,795 | $18,654-74.3% | $16,006-70.0% | $14,365-66.6% |