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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 | $5,953 | $141,004-95.8% | $112,273-94.7% | $139,466-95.7% |
| Participation rate | 68.4% | 79.2%-10.8pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 19.34% | 32.75%-13.4pp | 30.23%-10.9pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,224 | $4,285-71.4% | $3,431-64.3% | $4,754-74.3% |
| Participant deferral / active EE | $1,294 | $5,878-78.0% | $4,800-73.0% | $6,712-80.7% |
| Admin fee / account holder | $2,303 | $9,959-76.9% | $7,752-70.3% | $11,409-79.8% |