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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 | $8,156 | $174,379-95.3% | $152,093-94.6% | $138,895-94.1% |
| Participation rate | 13.3% | 81.6%-68.3pp | 77.8%-64.4pp | 79.9%-66.6pp |
| Annual return | 18.22% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $347 | $6,159-94.4% | $5,451-93.6% | $6,396-94.6% |
| Admin fee / account holder | $10,020 | $16,880-40.6% | $14,497-30.9% | $12,562-20.2% |