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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 | $13,512 | $135,956-90.1% | $123,894-89.1% | $273,972-95.1% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 8.89% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,074 | $6,343-83.1% | $5,984-82.1% | $5,287-79.7% |
| Admin fee / account holder | $2,497 | $9,817-74.6% | $8,357-70.1% | $10,133-75.4% |