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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 | $4,987 | $228,352-97.8% | $185,835-97.3% | $158,966-96.9% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 6.27% | 40.81%-34.5pp | 35.96%-29.7pp | 302.95%-296.7pp |
| Employer contribution / active EE | $1,400 | $4,967-71.8% | $4,087-65.7% | $4,762-70.6% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $589 | $11,867-95.0% | $9,502-93.8% | $11,250-94.8% |