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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 | $12,704 | $155,555-91.8% | $146,866-91.4% | $155,188-91.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 16.29% | 115.41%-99.1pp | 102.85%-86.6pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,980 | $4,647-57.4% | $4,425-55.2% | $4,248-53.4% |
| Participant deferral / active EE | $2,435 | $8,044-69.7% | $7,759-68.6% | $6,531-62.7% |
| Admin fee / account holder | $13,497 | $14,755-8.5% | $13,620-0.9% | $14,480-6.8% |