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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 | $6,563 | $197,625-96.7% | $177,840-96.3% | $158,966-95.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 33.54% | 58.76%-25.2pp | 48.32%-14.8pp | 302.95%-269.4pp |
| Employer contribution / active EE | $1,510 | $6,698-77.5% | $5,919-74.5% | $4,762-68.3% |
| Participant deferral / active EE | $1,884 | $8,405-77.6% | $7,714-75.6% | $5,983-68.5% |
| Admin fee / account holder | $659 | $15,405-95.7% | $12,431-94.7% | $11,250-94.1% |