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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 | $6,961 | $160,028-95.6% | $147,080-95.3% | $145,884-95.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.25% | 98.60%-82.3pp | 420.17%-403.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,469 | $5,286-72.2% | $4,933-70.2% | $4,662-68.5% |
| Participant deferral / active EE | $1,791 | $8,422-78.7% | $8,066-77.8% | $6,690-73.2% |
| Admin fee / account holder | $671 | $15,030-95.5% | $12,989-94.8% | $13,392-95.0% |