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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 | $6,925 | $160,040-95.7% | $147,096-95.3% | $145,877-95.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.07% | 98.49%-81.4pp | 419.75%-402.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,775 | $5,289-66.4% | $4,936-64.0% | $4,663-61.9% |
| Participant deferral / active EE | $2,125 | $8,429-74.8% | $8,071-73.7% | $6,691-68.2% |
| Admin fee / account holder | $4,216 | $15,050-72.0% | $13,005-67.6% | $13,402-68.5% |