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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 | $10,510 | $165,381-93.6% | $149,730-93.0% | $158,966-93.4% |
| Participation rate | 45.0% | 84.6%-39.6pp | 82.5%-37.5pp | 82.0%-37.0pp |
| Annual return | 12.60% | 348.29%-335.7pp | 276.70%-264.1pp | 302.95%-290.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $963 | $7,182-86.6% | $6,843-85.9% | $5,983-83.9% |
| Admin fee / account holder | $1,256 | $10,809-88.4% | $9,310-86.5% | $11,250-88.8% |