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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 | $6,498 | $148,623-95.6% | $135,974-95.2% | $139,466-95.3% |
| Participation rate | 27.8% | 83.9%-56.1pp | 81.9%-54.1pp | 80.3%-52.6pp |
| Annual return | 36.40% | 79.30%-42.9pp | 68.30%-31.9pp | 373.66%-337.3pp |
| Employer contribution / active EE | $1,384 | $5,246-73.6% | $4,859-71.5% | $4,754-70.9% |
| Participant deferral / active EE | $1,839 | $8,103-77.3% | $7,760-76.3% | $6,712-72.6% |
| Admin fee / account holder | $865 | $12,406-93.0% | $10,767-92.0% | $11,409-92.4% |