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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 | $14,791 | $73,978-80.0% | $96,515-84.7% | $75,173-80.3% |
| Participation rate | 18.8% | 66.4%-47.7pp | 74.3%-55.6pp | 67.2%-48.5pp |
| Annual return | 27.51% | 26.72%+0.8pp | 35.73%-8.2pp | 160.72%-133.2pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $614 | $3,660-83.2% | $4,880-87.4% | $4,126-85.1% |
| Admin fee / account holder | $5,285 | $5,219+1.3% | $6,735-21.5% | $5,651-6.5% |