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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 | $5,455 | $108,911-95.0% | $100,392-94.6% | $145,884-96.3% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 13.37% | 58.23%-44.9pp | 49.45%-36.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,987 | $4,420-55.0% | $3,941-49.6% | $4,662-57.4% |
| Participant deferral / active EE | $1,641 | $8,459-80.6% | $8,090-79.7% | $6,690-75.5% |
| Admin fee / account holder | $7,614 | $9,698-21.5% | $7,904-3.7% | $13,392-43.1% |