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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 | $6,988 | $111,878-93.8% | $93,727-92.5% | $145,897-95.2% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 18.15% | 204.28%-186.1pp | 133.83%-115.7pp | 552.29%-534.1pp |
| Employer contribution / active EE | $615 | $3,092-80.1% | $2,421-74.6% | $4,663-86.8% |
| Participant deferral / active EE | $947 | $4,920-80.8% | $4,417-78.6% | $6,689-85.8% |
| Admin fee / account holder | $2,067 | $10,256-79.8% | $8,292-75.1% | $13,390-84.6% |