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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 | $15,064 | $228,395-93.4% | $185,861-91.9% | $158,982-90.5% |
| Participation rate | 26.3% | 82.3%-56.0pp | 78.0%-51.7pp | 82.0%-55.7pp |
| Annual return | 14.04% | 40.82%-26.8pp | 35.96%-21.9pp | 302.99%-288.9pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $826 | $6,417-87.1% | $5,634-85.3% | $5,983-86.2% |
| Admin fee / account holder | $2,277 | $11,869-80.8% | $9,503-76.0% | $11,252-79.8% |