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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 | $7,185 | $134,817-94.7% | $123,973-94.2% | $155,188-95.4% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 15.53% | 515.49%-500.0pp | 388.13%-372.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,327 | $4,425-70.0% | $4,126-67.8% | $4,248-68.8% |
| Participant deferral / active EE | $1,636 | $5,706-71.3% | $5,247-68.8% | $6,531-75.0% |
| Admin fee / account holder | $3,049 | $13,245-77.0% | $11,799-74.2% | $14,480-78.9% |