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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 | $7,333 | $100,895-92.7% | $90,430-91.9% | $158,950-95.4% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 19.92% | 1725.54%-1705.6pp | 1293.73%-1273.8pp | 302.91%-283.0pp |
| Employer contribution / active EE | $284 | $3,689-92.3% | $3,262-91.3% | $4,762-94.0% |
| Participant deferral / active EE | $515 | $4,347-88.2% | $3,963-87.0% | $5,983-91.4% |
| Admin fee / account holder | $693 | $6,505-89.4% | $5,613-87.7% | $11,248-93.8% |