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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 | $5,982 | $155,555-96.2% | $146,866-95.9% | $155,188-96.1% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.5%-17.5pp | 80.8%-15.8pp |
| Annual return | 50.63% | 115.41%-64.8pp | 102.85%-52.2pp | 148.84%-98.2pp |
| Employer contribution / active EE | $2,036 | $4,647-56.2% | $4,425-54.0% | $4,248-52.1% |
| Participant deferral / active EE | $1,434 | $8,044-82.2% | $7,759-81.5% | $6,531-78.0% |
| Admin fee / account holder | $862 | $14,755-94.2% | $13,620-93.7% | $14,480-94.0% |