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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 | $5,343 | $118,708-95.5% | $98,920-94.6% | $158,966-96.6% |
| Participation rate | 65.0% | 77.8%-12.8pp | 76.0%-11.0pp | 82.0%-17.0pp |
| Annual return | 18.30% | 372.49%-354.2pp | 196.47%-178.2pp | 302.95%-284.6pp |
| Employer contribution / active EE | $744 | $3,334-77.7% | $2,689-72.3% | $4,762-84.4% |
| Participant deferral / active EE | $942 | $5,089-81.5% | $4,245-77.8% | $5,983-84.2% |
| Admin fee / account holder | $759 | $10,134-92.5% | $6,643-88.6% | $11,250-93.3% |