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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 | $9,182 | $156,398-94.1% | $147,318-93.8% | $138,895-93.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.09% | 78.75%-61.7pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $723 | $8,237-91.2% | $7,906-90.9% | $6,396-88.7% |
| Admin fee / account holder | $8,714 | $14,976-41.8% | $13,708-36.4% | $12,562-30.6% |