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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 | $154,228-96.1% | $145,433-95.9% | $137,256-95.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 12.77% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,304 | $4,804-72.9% | $4,554-71.4% | $4,156-68.6% |
| Participant deferral / active EE | $1,778 | $8,216-78.4% | $7,897-77.5% | $6,407-72.3% |
| Admin fee / account holder | $2,977 | $14,344-79.2% | $13,129-77.3% | $12,270-75.7% |