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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 | $5,986 | $148,582-96.0% | $135,942-95.6% | $139,456-95.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 22.34% | 79.26%-56.9pp | 68.28%-45.9pp | 373.45%-351.1pp |
| Employer contribution / active EE | $1,461 | $5,245-72.1% | $4,858-69.9% | $4,753-69.3% |
| Participant deferral / active EE | $1,472 | $8,101-81.8% | $7,759-81.0% | $6,711-78.1% |
| Admin fee / account holder | $1,818 | $12,402-85.3% | $10,764-83.1% | $11,407-84.1% |