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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 | $21,295 | $140,592-84.9% | $123,105-82.7% | $125,389-83.0% |
| Participation rate | 25.0% | 88.2%-63.2pp | 86.8%-61.8pp | 83.2%-58.2pp |
| Annual return | 2.69% | 16.80%-14.1pp | 13.22%-10.5pp | 282.24%-279.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,065 | $6,980-84.7% | $6,229-82.9% | $5,352-80.1% |
| Admin fee / account holder | $344 | $11,198-96.9% | $9,014-96.2% | $9,541-96.4% |