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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 | $5,402 | $157,304-96.6% | $141,197-96.2% | $152,909-96.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 23.47% | 64.34%-40.9pp | 71.41%-47.9pp | 345.46%-322.0pp |
| Employer contribution / active EE | $1,064 | $5,263-79.8% | $4,736-77.5% | $4,764-77.7% |
| Participant deferral / active EE | $1,697 | $7,111-76.1% | $6,710-74.7% | $5,851-71.0% |
| Admin fee / account holder | $1,690 | $12,126-86.1% | $10,265-83.5% | $11,601-85.4% |