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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 | $7,903 | $157,304-95.0% | $141,197-94.4% | $152,909-94.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 37.72% | 64.34%-26.6pp | 71.41%-33.7pp | 345.46%-307.7pp |
| Employer contribution / active EE | $1,262 | $5,263-76.0% | $4,736-73.3% | $4,764-73.5% |
| Participant deferral / active EE | $2,052 | $7,111-71.2% | $6,710-69.4% | $5,851-64.9% |
| Admin fee / account holder | $939 | $12,126-92.3% | $10,265-90.8% | $11,601-91.9% |