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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 | $39,925 | $254,759-84.3% | $216,567-81.6% | $198,609-79.9% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 5.37% | 10.04%-4.7pp | 12.94%-7.6pp | 202.70%-197.3pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $698 | $6,948-89.9% | $6,191-88.7% | $6,977-90.0% |
| Admin fee / account holder | $349 | $26,311-98.7% | $21,981-98.4% | $19,030-98.2% |