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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 | $6,318 | $100,911-93.7% | $90,440-93.0% | $158,966-96.0% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 17.42% | 1726.62%-1709.2pp | 1294.38%-1277.0pp | 302.95%-285.5pp |
| Employer contribution / active EE | $420 | $3,690-88.6% | $3,263-87.1% | $4,762-91.2% |
| Participant deferral / active EE | $237 | $4,348-94.6% | $3,964-94.0% | $5,983-96.0% |
| Admin fee / account holder | $312 | $6,507-95.2% | $5,615-94.4% | $11,250-97.2% |