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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 | $8,646 | $185,312-95.3% | $161,489-94.6% | $154,746-94.4% |
| Participation rate | 40.9% | 82.5%-41.6pp | 78.7%-37.8pp | 80.7%-39.8pp |
| Annual return | 13.95% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $774 | $6,350-87.8% | $5,630-86.3% | $6,730-88.5% |
| Admin fee / account holder | $3,303 | $18,654-82.3% | $16,006-79.4% | $14,365-77.0% |