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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 | $4,751 | $110,337-95.7% | $102,383-95.4% | $145,877-96.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.81% | 24.83%-10.0pp | 24.94%-10.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,471 | $4,216-65.1% | $3,870-62.0% | $4,663-68.4% |
| Participant deferral / active EE | $1,471 | $5,621-73.8% | $5,060-70.9% | $6,691-78.0% |
| Admin fee / account holder | $1,032 | $9,750-89.4% | $8,391-87.7% | $13,402-92.3% |