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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 | $10,224 | $165,399-93.8% | $149,745-93.2% | $158,982-93.6% |
| Participation rate | 26.1% | 84.6%-58.5pp | 82.5%-56.4pp | 82.0%-55.9pp |
| Annual return | 21.11% | 348.34%-327.2pp | 276.72%-255.6pp | 302.99%-281.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,240 | $7,183-82.7% | $6,843-81.9% | $5,983-79.3% |
| Admin fee / account holder | $1,127 | $10,811-89.6% | $9,312-87.9% | $11,252-90.0% |