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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 | $4,975 | $201,372-97.5% | $184,260-97.3% | $145,884-96.6% |
| Participation rate | 8.3% | 87.5%-79.2pp | 86.8%-78.5pp | 80.3%-72.0pp |
| Annual return | 14.35% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $216 | $9,808-97.8% | $9,133-97.6% | $6,690-96.8% |
| Admin fee / account holder | $1,200 | $16,362-92.7% | $13,898-91.4% | $13,392-91.0% |