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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 | $6,510 | $162,136-96.0% | $152,301-95.7% | $154,746-95.8% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 17.43% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,016 | $4,890-79.2% | $4,624-78.0% | $4,379-76.8% |
| Participant deferral / active EE | $1,710 | $8,341-79.5% | $8,004-78.6% | $6,730-74.6% |
| Admin fee / account holder | $7,683 | $15,759-51.3% | $14,398-46.6% | $14,365-46.5% |