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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 | $10,848 | $155,555-93.0% | $146,866-92.6% | $155,188-93.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 13.52% | 115.41%-101.9pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,138 | $4,647-75.5% | $4,425-74.3% | $4,248-73.2% |
| Participant deferral / active EE | $1,759 | $8,044-78.1% | $7,759-77.3% | $6,531-73.1% |
| Admin fee / account holder | $1,793 | $14,755-87.9% | $13,620-86.8% | $14,480-87.6% |