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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 | $3,624 | $178,174-98.0% | $156,181-97.7% | $137,256-97.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 24.25% | 84.19%-59.9pp | 64.87%-40.6pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,152 | $4,972-76.8% | $4,294-73.2% | $4,156-72.3% |
| Participant deferral / active EE | $1,728 | $6,888-74.9% | $6,132-71.8% | $6,407-73.0% |
| Admin fee / account holder | $727 | $17,404-95.8% | $14,586-95.0% | $12,270-94.1% |