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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 | $9,358 | $185,312-95.0% | $161,489-94.2% | $154,746-94.0% |
| Participation rate | 10.5% | 82.5%-71.9pp | 78.7%-68.2pp | 80.7%-70.2pp |
| Annual return | 16.11% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $311 | $6,350-95.1% | $5,630-94.5% | $6,730-95.4% |
| Admin fee / account holder | $647 | $18,654-96.5% | $16,006-96.0% | $14,365-95.5% |