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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 | $6,296 | $157,829-96.0% | $136,867-95.4% | $198,609-96.8% |
| Participation rate | 33.3% | 77.2%-43.8pp | 74.5%-41.2pp | 82.4%-49.0pp |
| Annual return | 12.74% | 51.25%-38.5pp | 42.97%-30.2pp | 202.70%-190.0pp |
| Employer contribution / active EE | $1,457 | $3,923-62.9% | $3,547-58.9% | $5,055-71.2% |
| Participant deferral / active EE | $1,605 | $5,463-70.6% | $4,924-67.4% | $6,977-77.0% |
| Admin fee / account holder | $5,026 | $11,107-54.7% | $10,340-51.4% | $19,030-73.6% |