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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 | $6,954 | $106,588-93.5% | $94,215-92.6% | $155,188-95.5% |
| Participation rate | 45.0% | 74.3%-29.3pp | 70.0%-25.0pp | 80.8%-35.8pp |
| Annual return | 16.24% | 29.39%-13.1pp | 28.22%-12.0pp | 148.84%-132.6pp |
| Employer contribution / active EE | $506 | $3,080-83.6% | $2,675-81.1% | $4,248-88.1% |
| Participant deferral / active EE | $771 | $4,802-84.0% | $4,276-82.0% | $6,531-88.2% |
| Admin fee / account holder | $3,548 | $12,281-71.1% | $10,216-65.3% | $14,480-75.5% |