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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 | $7,744 | $155,555-95.0% | $146,866-94.7% | $155,188-95.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 158.25% | 115.41%+42.8pp | 102.85%+55.4pp | 148.84%+9.4pp |
| Employer contribution / active EE | $804 | $4,647-82.7% | $4,425-81.8% | $4,248-81.1% |
| Participant deferral / active EE | $733 | $8,044-90.9% | $7,759-90.6% | $6,531-88.8% |
| Admin fee / account holder | $1,355 | $14,755-90.8% | $13,620-90.0% | $14,480-90.6% |