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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 | $13,104 | $153,769-91.5% | $133,975-90.2% | $273,972-95.2% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.1%-31.5pp | 83.0%-27.5pp |
| Annual return | 6.86% | 36.51%-29.6pp | 29.29%-22.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,587 | $6,958-77.2% | $6,282-74.7% | $5,287-70.0% |
| Admin fee / account holder | $978 | $11,765-91.7% | $9,324-89.5% | $10,133-90.4% |