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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 | $6,307 | $148,623-95.8% | $135,974-95.4% | $139,466-95.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 13.35% | 79.30%-65.9pp | 68.30%-55.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $3,783 | $5,246-27.9% | $4,859-22.1% | $4,754-20.4% |
| Participant deferral / active EE | $5 | $8,103-99.9% | $7,760-99.9% | $6,712-99.9% |
| Admin fee / account holder | $2,400 | $12,406-80.7% | $10,767-77.7% | $11,409-79.0% |