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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 | $6,592 | $139,948-95.3% | $121,663-94.6% | $154,746-95.7% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 14.64% | 230.52%-215.9pp | 147.54%-132.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $739 | $3,521-79.0% | $3,020-75.5% | $4,379-83.1% |
| Participant deferral / active EE | $849 | $5,629-84.9% | $4,887-82.6% | $6,730-87.4% |
| Admin fee / account holder | $2,246 | $17,321-87.0% | $14,289-84.3% | $14,365-84.4% |