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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 | $154,228-95.7% | $145,433-95.4% | $137,256-95.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.95% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,456 | $4,804-69.7% | $4,554-68.0% | $4,156-65.0% |
| Participant deferral / active EE | $1,994 | $8,216-75.7% | $7,897-74.7% | $6,407-68.9% |
| Admin fee / account holder | $2,668 | $14,344-81.4% | $13,129-79.7% | $12,270-78.3% |