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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 | $7,424 | $166,131-95.5% | $164,975-95.5% | $145,877-94.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 15.89% | 100.37%-84.5pp | 70.12%-54.2pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,471 | $5,276-72.1% | $4,343-66.1% | $4,663-68.4% |
| Participant deferral / active EE | $1,537 | $6,962-77.9% | $6,033-74.5% | $6,691-77.0% |
| Admin fee / account holder | $709 | $16,648-95.7% | $12,688-94.4% | $13,402-94.7% |