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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 | $169,237-96.5% | $129,339-95.4% | $145,978-95.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 9.89% | 14364.43%-14354.5pp | 9437.05%-9427.2pp | 550.52%-540.6pp |
| Employer contribution / active EE | $1,290 | $5,540-76.7% | $4,154-69.0% | $4,662-72.3% |
| Participant deferral / active EE | $310 | $4,991-93.8% | $4,170-92.6% | $6,690-95.4% |
| Admin fee / account holder | $2,122 | $9,882-78.5% | $7,668-72.3% | $13,400-84.2% |