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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 | $4,982 | $227,633-97.8% | $189,597-97.4% | $167,553-97.0% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.4%-15.9pp | 82.1%-19.6pp |
| Annual return | 12.64% | 78.45%-65.8pp | 64.20%-51.6pp | 478.89%-466.2pp |
| Employer contribution / active EE | $618 | $5,317-88.4% | $4,412-86.0% | $4,840-87.2% |
| Participant deferral / active EE | $908 | $7,003-87.0% | $6,174-85.3% | $6,343-85.7% |
| Admin fee / account holder | $4,364 | $11,879-63.3% | $9,807-55.5% | $12,316-64.6% |