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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 | $6,804 | $160,028-95.7% | $147,080-95.4% | $145,884-95.3% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 13.54% | 98.60%-85.1pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,128 | $5,286-78.7% | $4,933-77.1% | $4,662-75.8% |
| Participant deferral / active EE | $1,497 | $8,422-82.2% | $8,066-81.4% | $6,690-77.6% |
| Admin fee / account holder | $1,681 | $15,030-88.8% | $12,989-87.1% | $13,392-87.4% |