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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 | $5,901 | $148,623-96.0% | $135,974-95.7% | $139,466-95.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.81% | 79.30%-61.5pp | 68.30%-50.5pp | 373.66%-355.9pp |
| Employer contribution / active EE | $1,154 | $5,246-78.0% | $4,859-76.2% | $4,754-75.7% |
| Participant deferral / active EE | $1,869 | $8,103-76.9% | $7,760-75.9% | $6,712-72.2% |
| Admin fee / account holder | $2,396 | $12,406-80.7% | $10,767-77.7% | $11,409-79.0% |