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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 | $11,115 | $201,344-94.5% | $184,243-94.0% | $145,877-92.4% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 17.61% | 29.01%-11.4pp | 28.82%-11.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,854 | $9,807-81.1% | $9,132-79.7% | $6,691-72.3% |
| Admin fee / account holder | $5,857 | $16,382-64.2% | $13,914-57.9% | $13,402-56.3% |