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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 | $5,948 | $169,356-96.5% | $129,406-95.4% | $145,897-95.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 9.89% | 14418.62%-14408.7pp | 9468.18%-9458.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,290 | $5,542-76.7% | $4,155-69.0% | $4,663-72.3% |
| Participant deferral / active EE | $310 | $4,987-93.8% | $4,167-92.6% | $6,689-95.4% |
| Admin fee / account holder | $2,122 | $9,915-78.6% | $7,689-72.4% | $13,390-84.2% |