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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 | $6,667 | $162,136-95.9% | $152,301-95.6% | $154,746-95.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 18.95% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,456 | $4,890-70.2% | $4,624-68.5% | $4,379-66.8% |
| Participant deferral / active EE | $1,994 | $8,341-76.1% | $8,004-75.1% | $6,730-70.4% |
| Admin fee / account holder | $2,668 | $15,759-83.1% | $14,398-81.5% | $14,365-81.4% |