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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 | $5,306 | $135,956-96.1% | $123,894-95.7% | $273,972-98.1% |
| Participation rate | 68.4% | 84.1%-15.6pp | 81.4%-13.0pp | 83.0%-14.6pp |
| Annual return | 7.04% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,717 | $5,170-66.8% | $4,617-62.8% | $4,869-64.7% |
| Participant deferral / active EE | $1,048 | $6,343-83.5% | $5,984-82.5% | $5,287-80.2% |
| Admin fee / account holder | $622 | $9,817-93.7% | $8,357-92.6% | $10,133-93.9% |