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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 | $8,314 | $201,264-95.9% | $184,185-95.5% | $145,978-94.3% |
| Participation rate | 41.2% | 87.5%-46.3pp | 86.8%-45.7pp | 80.3%-39.1pp |
| Annual return | 11.86% | 29.00%-17.1pp | 28.81%-17.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $653 | $9,806-93.3% | $9,132-92.8% | $6,690-90.2% |
| Admin fee / account holder | $1,099 | $16,376-93.3% | $13,909-92.1% | $13,400-91.8% |