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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 | $6,870 | $160,028-95.7% | $147,080-95.3% | $145,884-95.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.90% | 98.60%-86.7pp | 420.17%-408.3pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,049 | $5,286-80.2% | $4,933-78.7% | $4,662-77.5% |
| Participant deferral / active EE | $2,028 | $8,422-75.9% | $8,066-74.9% | $6,690-69.7% |
| Admin fee / account holder | $1,019 | $15,030-93.2% | $12,989-92.2% | $13,392-92.4% |