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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 | $5,314 | $228,352-97.7% | $185,835-97.1% | $158,966-96.7% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 5.40% | 40.81%-35.4pp | 35.96%-30.6pp | 302.95%-297.6pp |
| Employer contribution / active EE | $828 | $4,967-83.3% | $4,087-79.7% | $4,762-82.6% |
| Participant deferral / active EE | $933 | $6,416-85.5% | $5,633-83.4% | $5,983-84.4% |
| Admin fee / account holder | $7,577 | $11,867-36.1% | $9,502-20.3% | $11,250-32.6% |