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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 | $180,749-96.1% | $160,784-95.7% | $137,256-94.9% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 18.25% | 2234.46%-2216.2pp | 1803.92%-1785.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,083 | $4,155-73.9% | $3,733-71.0% | $4,156-73.9% |
| Participant deferral / active EE | $941 | $6,844-86.2% | $6,293-85.0% | $6,407-85.3% |
| Admin fee / account holder | $1,228 | $10,397-88.2% | $9,717-87.4% | $12,270-90.0% |