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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 | $6,714 | $156,398-95.7% | $147,318-95.4% | $138,895-95.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 12.94% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,518 | $4,853-68.7% | $4,593-67.0% | $4,194-63.8% |
| Participant deferral / active EE | $1,857 | $8,237-77.5% | $7,906-76.5% | $6,396-71.0% |
| Admin fee / account holder | $2,143 | $14,976-85.7% | $13,708-84.4% | $12,562-82.9% |