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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 | $7,008 | $183,539-96.2% | $155,556-95.5% | $145,897-95.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.25% | 61.31%-49.1pp | 64.84%-52.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,173 | $5,315-77.9% | $4,675-74.9% | $4,663-74.8% |
| Participant deferral / active EE | $1,219 | $6,467-81.2% | $5,631-78.4% | $6,689-81.8% |
| Admin fee / account holder | $5,968 | $19,275-69.0% | $15,885-62.4% | $13,390-55.4% |