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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 | $5,146 | $225,673-97.7% | $203,872-97.5% | $155,188-96.7% |
| Participation rate | 62.5% | 80.3%-17.8pp | 77.8%-15.3pp | 80.8%-18.3pp |
| Annual return | 19.62% | 95.91%-76.3pp | 85.11%-65.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $706 | $4,099-82.8% | $3,757-81.2% | $4,248-83.4% |
| Participant deferral / active EE | $781 | $6,893-88.7% | $6,388-87.8% | $6,531-88.0% |
| Admin fee / account holder | $617 | $12,327-95.0% | $11,730-94.7% | $14,480-95.7% |