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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 | $6,967 | $172,111-96.0% | $150,298-95.4% | $137,256-94.9% |
| Participation rate | 64.7% | 81.7%-17.0pp | 77.8%-13.1pp | 80.0%-15.3pp |
| Annual return | 22.21% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $985 | $4,636-78.7% | $4,154-76.3% | $4,156-76.3% |
| Participant deferral / active EE | $1,554 | $6,166-74.8% | $5,453-71.5% | $6,407-75.7% |
| Admin fee / account holder | $330 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |