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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 | $8,019 | $148,629-94.6% | $135,982-94.1% | $139,487-94.3% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 44.82% | 79.33%-34.5pp | 68.32%-23.5pp | 373.84%-329.0pp |
| Employer contribution / active EE | $1,113 | $5,247-78.8% | $4,859-77.1% | $4,755-76.6% |
| Participant deferral / active EE | $2,177 | $8,102-73.1% | $7,760-72.0% | $6,713-67.6% |
| Admin fee / account holder | $314 | $12,406-97.5% | $10,767-97.1% | $11,407-97.2% |