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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 | $6,893 | $175,259-96.1% | $149,723-95.4% | $139,487-95.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 22.46% | 166.82%-144.4pp | 134.50%-112.0pp | 373.84%-351.4pp |
| Employer contribution / active EE | $1,431 | $5,478-73.9% | $4,821-70.3% | $4,755-69.9% |
| Participant deferral / active EE | $1,036 | $6,522-84.1% | $5,682-81.8% | $6,713-84.6% |
| Admin fee / account holder | $3,540 | $16,158-78.1% | $13,215-73.2% | $11,407-69.0% |