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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 | $3,867 | $155,555-97.5% | $146,866-97.4% | $155,188-97.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 11.69% | 115.41%-103.7pp | 102.85%-91.2pp | 148.84%-137.1pp |
| Employer contribution / active EE | $904 | $4,647-80.5% | $4,425-79.6% | $4,248-78.7% |
| Participant deferral / active EE | $1,131 | $8,044-85.9% | $7,759-85.4% | $6,531-82.7% |
| Admin fee / account holder | $3,007 | $14,755-79.6% | $13,620-77.9% | $14,480-79.2% |