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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 | $9,543 | $183,627-94.8% | $155,602-93.9% | $145,978-93.5% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.4pp | 80.3%-26.4pp |
| Annual return | 8.99% | 61.32%-52.3pp | 64.81%-55.8pp | 550.52%-541.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,252 | $6,466-80.6% | $5,629-77.8% | $6,690-81.3% |
| Admin fee / account holder | $1,980 | $19,327-89.8% | $15,923-87.6% | $13,400-85.2% |