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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 | $7,081 | $183,627-96.1% | $155,602-95.4% | $145,978-95.1% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.4pp | 80.3%-26.4pp |
| Annual return | 22.19% | 61.32%-39.1pp | 64.81%-42.6pp | 550.52%-528.3pp |
| Employer contribution / active EE | $1,308 | $5,316-75.4% | $4,675-72.0% | $4,662-71.9% |
| Participant deferral / active EE | $1,401 | $6,466-78.3% | $5,629-75.1% | $6,690-79.1% |
| Admin fee / account holder | $614 | $19,327-96.8% | $15,923-96.1% | $13,400-95.4% |