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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 | $5,986 | $162,136-96.3% | $152,301-96.1% | $154,746-96.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 12.77% | 91.02%-78.3pp | 80.50%-67.7pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,304 | $4,890-73.3% | $4,624-71.8% | $4,379-70.2% |
| Participant deferral / active EE | $1,778 | $8,341-78.7% | $8,004-77.8% | $6,730-73.6% |
| Admin fee / account holder | $2,977 | $15,759-81.1% | $14,398-79.3% | $14,365-79.3% |