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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 | $4,195 | $153,769-97.3% | $133,975-96.9% | $273,972-98.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.23% | 36.51%-29.3pp | 29.29%-22.1pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,356 | $6,958-80.5% | $6,282-78.4% | $5,287-74.3% |
| Admin fee / account holder | $10,005 | $11,765-15.0% | $9,324+7.3% | $10,133-1.3% |