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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 | $8,140 | $157,296-94.8% | $141,191-94.2% | $152,897-94.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 31.51% | 64.34%-32.8pp | 71.41%-39.9pp | 345.43%-313.9pp |
| Employer contribution / active EE | $1,016 | $5,262-80.7% | $4,736-78.5% | $4,764-78.7% |
| Participant deferral / active EE | $1,948 | $7,111-72.6% | $6,710-71.0% | $5,851-66.7% |
| Admin fee / account holder | $478 | $12,125-96.1% | $10,264-95.3% | $11,599-95.9% |