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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 | $132,099-95.0% | $115,599-94.3% | $138,895-95.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 14.64% | 176.76%-162.1pp | 111.10%-96.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $739 | $3,416-78.4% | $2,955-75.0% | $4,194-82.4% |
| Participant deferral / active EE | $849 | $5,617-84.9% | $4,889-82.6% | $6,396-86.7% |
| Admin fee / account holder | $2,246 | $15,650-85.6% | $12,841-82.5% | $12,562-82.1% |