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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 | $174,379-96.0% | $152,093-95.4% | $138,895-95.0% |
| Participation rate | 64.7% | 81.6%-16.9pp | 77.8%-13.1pp | 79.9%-15.2pp |
| Annual return | 22.21% | 74.86%-52.6pp | 66.36%-44.1pp | 145.39%-123.2pp |
| Employer contribution / active EE | $985 | $4,652-78.8% | $4,175-76.4% | $4,194-76.5% |
| Participant deferral / active EE | $1,554 | $6,159-74.8% | $5,451-71.5% | $6,396-75.7% |
| Admin fee / account holder | $330 | $16,880-98.0% | $14,497-97.7% | $12,562-97.4% |