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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 | $9,536 | $155,555-93.9% | $146,866-93.5% | $155,188-93.9% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 15.81% | 115.41%-99.6pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,144 | $4,647-75.4% | $4,425-74.1% | $4,248-73.1% |
| Participant deferral / active EE | $2,179 | $8,044-72.9% | $7,759-71.9% | $6,531-66.6% |
| Admin fee / account holder | $14,850 | $14,755+0.6% | $13,620+9.0% | $14,480+2.6% |