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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 | $8,579 | $201,372-95.7% | $184,260-95.3% | $145,884-94.1% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.8pp |
| Annual return | 21.04% | 29.04%-8.0pp | 28.84%-7.8pp | 551.85%-530.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,023 | $9,808-89.6% | $9,133-88.8% | $6,690-84.7% |
| Admin fee / account holder | $1,835 | $16,362-88.8% | $13,898-86.8% | $13,392-86.3% |