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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 | $5,229 | $150,447-96.5% | $136,298-96.2% | $147,586-96.5% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 20.63% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-558.0pp |
| Employer contribution / active EE | $955 | $5,256-81.8% | $4,696-79.7% | $4,876-80.4% |
| Participant deferral / active EE | $1,112 | $6,631-83.2% | $6,247-82.2% | $5,439-79.5% |
| Admin fee / account holder | $1,060 | $10,906-90.3% | $9,244-88.5% | $10,886-90.3% |