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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 | $6,982 | $182,442-96.2% | $163,379-95.7% | $138,895-95.0% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 18.25% | 72.74%-54.5pp | 63.41%-45.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,083 | $4,159-74.0% | $3,752-71.1% | $4,194-74.2% |
| Participant deferral / active EE | $941 | $6,817-86.2% | $6,282-85.0% | $6,396-85.3% |
| Admin fee / account holder | $1,228 | $10,396-88.2% | $9,818-87.5% | $12,562-90.2% |