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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 | $13,101 | $138,312-90.5% | $122,979-89.3% | $155,188-91.6% |
| Participation rate | 37.5% | 80.2%-42.7pp | 77.2%-39.7pp | 80.8%-43.3pp |
| Annual return | 7.04% | 22.06%-15.0pp | 20.12%-13.1pp | 148.84%-141.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,850 | $5,592-66.9% | $5,003-63.0% | $6,531-71.7% |
| Admin fee / account holder | $14,381 | $15,089-4.7% | $12,864+11.8% | $14,480-0.7% |