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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 | $5,907 | $114,119-94.8% | $107,187-94.5% | $138,895-95.7% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 26.12% | 273.21%-247.1pp | 204.55%-178.4pp | 145.39%-119.3pp |
| Employer contribution / active EE | $1,006 | $4,059-75.2% | $3,782-73.4% | $4,194-76.0% |
| Participant deferral / active EE | $1,210 | $5,538-78.2% | $5,096-76.3% | $6,396-81.1% |
| Admin fee / account holder | $464 | $10,024-95.4% | $9,162-94.9% | $12,562-96.3% |