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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 | $9,471 | $157,304-94.0% | $141,197-93.3% | $152,909-93.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 19.88% | 64.34%-44.5pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $1,084 | $5,263-79.4% | $4,736-77.1% | $4,764-77.3% |
| Participant deferral / active EE | $1,378 | $7,111-80.6% | $6,710-79.5% | $5,851-76.5% |
| Admin fee / account holder | $1,791 | $12,126-85.2% | $10,265-82.6% | $11,601-84.6% |