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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 | $9,338 | $155,555-94.0% | $146,866-93.6% | $155,188-94.0% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.5%-35.8pp | 80.8%-34.1pp |
| Annual return | 22.80% | 115.41%-92.6pp | 102.85%-80.1pp | 148.84%-126.0pp |
| Employer contribution / active EE | $867 | $4,647-81.3% | $4,425-80.4% | $4,248-79.6% |
| Participant deferral / active EE | $867 | $8,044-89.2% | $7,759-88.8% | $6,531-86.7% |
| Admin fee / account holder | $1,332 | $14,755-91.0% | $13,620-90.2% | $14,480-90.8% |