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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 | $6,374 | $228,395-97.2% | $185,861-96.6% | $158,982-96.0% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 6.32% | 40.82%-34.5pp | 35.96%-29.6pp | 302.99%-296.7pp |
| Employer contribution / active EE | $771 | $4,968-84.5% | $4,088-81.1% | $4,763-83.8% |
| Participant deferral / active EE | $851 | $6,417-86.7% | $5,634-84.9% | $5,983-85.8% |
| Admin fee / account holder | $364 | $11,869-96.9% | $9,503-96.2% | $11,252-96.8% |