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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 | $4,992 | $162,821-96.9% | $133,978-96.3% | $158,982-96.9% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | 21.93% | 41.95%-20.0pp | 45.10%-23.2pp | 302.99%-281.1pp |
| Employer contribution / active EE | $955 | $4,976-80.8% | $3,919-75.6% | $4,763-79.9% |
| Participant deferral / active EE | $1,742 | $5,910-70.5% | $5,047-65.5% | $5,983-70.9% |
| Admin fee / account holder | $3,681 | $11,742-68.7% | $8,930-58.8% | $11,252-67.3% |