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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 | $154,228-95.8% | $145,433-95.5% | $137,256-95.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 17.43% | 74.59%-57.2pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,016 | $4,804-78.9% | $4,554-77.7% | $4,156-75.6% |
| Participant deferral / active EE | $1,710 | $8,216-79.2% | $7,897-78.4% | $6,407-73.3% |
| Admin fee / account holder | $7,683 | $14,344-46.4% | $13,129-41.5% | $12,270-37.4% |