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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 | $5,358 | $155,555-96.6% | $146,866-96.4% | $155,188-96.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 19.77% | 115.41%-95.6pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $754 | $4,647-83.8% | $4,425-83.0% | $4,248-82.3% |
| Participant deferral / active EE | $1,088 | $8,044-86.5% | $7,759-86.0% | $6,531-83.3% |
| Admin fee / account holder | $1,503 | $14,755-89.8% | $13,620-89.0% | $14,480-89.6% |