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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 | $6,990 | $112,112-93.8% | $95,956-92.7% | $158,950-95.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 20.14% | 171.15%-151.0pp | 91.63%-71.5pp | 302.91%-282.8pp |
| Employer contribution / active EE | $1,355 | $3,199-57.6% | $2,541-46.7% | $4,762-71.5% |
| Participant deferral / active EE | $1,492 | $4,784-68.8% | $4,167-64.2% | $5,983-75.1% |
| Admin fee / account holder | $607 | $10,134-94.0% | $6,797-91.1% | $11,248-94.6% |