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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 | $5,085 | $185,312-97.3% | $161,489-96.9% | $154,746-96.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 17.74% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,559 | $4,769-67.3% | $4,268-63.5% | $4,379-64.4% |
| Participant deferral / active EE | $1,710 | $6,350-73.1% | $5,630-69.6% | $6,730-74.6% |
| Admin fee / account holder | $683 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |