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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 | $13,534 | $162,136-91.7% | $152,301-91.1% | $154,746-91.3% |
| Participation rate | 6.7% | 84.1%-77.4pp | 82.4%-75.8pp | 80.7%-74.0pp |
| Annual return | 19.01% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $398 | $8,341-95.2% | $8,004-95.0% | $6,730-94.1% |
| Admin fee / account holder | $1,464 | $15,759-90.7% | $14,398-89.8% | $14,365-89.8% |