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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 | $5,333 | $103,038-94.8% | $90,324-94.1% | $152,909-96.5% |
| Participation rate | 12.5% | 75.9%-63.4pp | 73.3%-60.8pp | 82.5%-70.0pp |
| Annual return | 11.20% | 95.25%-84.1pp | 78.15%-66.9pp | 345.46%-334.3pp |
| Employer contribution / active EE | $308 | $3,141-90.2% | $2,856-89.2% | $4,764-93.5% |
| Participant deferral / active EE | $308 | $4,282-92.8% | $3,885-92.1% | $5,851-94.7% |
| Admin fee / account holder | $1,857 | $6,177-69.9% | $5,356-65.3% | $11,601-84.0% |