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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 | $5,726 | $138,312-95.9% | $122,979-95.3% | $155,188-96.3% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 17.08% | 22.06%-5.0pp | 20.12%-3.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,431 | $3,530-59.5% | $3,062-53.3% | $4,248-66.3% |
| Participant deferral / active EE | $1,431 | $5,592-74.4% | $5,003-71.4% | $6,531-78.1% |
| Admin fee / account holder | $3,209 | $15,089-78.7% | $12,864-75.1% | $14,480-77.8% |