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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 | $6,234 | $212,386-97.1% | $199,883-96.9% | $138,895-95.5% |
| Participation rate | 47.1% | 87.4%-40.3pp | 86.8%-39.7pp | 79.9%-32.9pp |
| Annual return | 15.89% | 47.75%-31.9pp | 43.81%-27.9pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $887 | $9,617-90.8% | $9,138-90.3% | $6,396-86.1% |
| Admin fee / account holder | $3,573 | $18,233-80.4% | $17,268-79.3% | $12,562-71.6% |