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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 | $6,666 | $107,368-93.8% | $92,915-92.8% | $152,909-95.6% |
| Participation rate | 30.0% | 79.8%-49.8pp | 76.0%-46.0pp | 82.5%-52.5pp |
| Annual return | 20.90% | 145.64%-124.7pp | 109.45%-88.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $836 | $4,222-80.2% | $3,653-77.1% | $4,764-82.5% |
| Participant deferral / active EE | $836 | $4,848-82.8% | $4,238-80.3% | $5,851-85.7% |
| Admin fee / account holder | $1,713 | $7,082-75.8% | $5,796-70.4% | $11,601-85.2% |