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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 | $5,309 | $154,228-96.6% | $145,433-96.3% | $137,256-96.1% |
| Participation rate | 61.9% | 83.8%-21.9pp | 82.1%-20.2pp | 80.0%-18.1pp |
| Annual return | 19.69% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,067 | $4,804-77.8% | $4,554-76.6% | $4,156-74.3% |
| Participant deferral / active EE | $1,154 | $8,216-85.9% | $7,897-85.4% | $6,407-82.0% |
| Admin fee / account holder | $470 | $14,344-96.7% | $13,129-96.4% | $12,270-96.2% |