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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 | $166,020-95.5% | $164,866-95.5% | $145,959-94.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 15.89% | 100.08%-84.2pp | 69.97%-54.1pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,471 | $5,275-72.1% | $4,343-66.1% | $4,661-68.4% |
| Participant deferral / active EE | $1,537 | $6,961-77.9% | $6,033-74.5% | $6,689-77.0% |
| Admin fee / account holder | $709 | $16,644-95.7% | $12,689-94.4% | $13,398-94.7% |