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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 | $12,774 | $228,352-94.4% | $185,827-93.1% | $158,950-92.0% |
| Participation rate | 17.6% | 82.3%-64.7pp | 78.0%-60.4pp | 82.0%-64.3pp |
| Annual return | 7.27% | 40.81%-33.5pp | 35.96%-28.7pp | 302.91%-295.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $394 | $6,416-93.9% | $5,633-93.0% | $5,983-93.4% |
| Admin fee / account holder | $6,092 | $11,867-48.7% | $9,502-35.9% | $11,248-45.8% |