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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 | $6,360 | $228,395-97.2% | $185,861-96.6% | $158,982-96.0% |
| Participation rate | 45.5% | 82.3%-36.9pp | 78.0%-32.6pp | 82.0%-36.5pp |
| Annual return | 4.87% | 40.82%-35.9pp | 35.96%-31.1pp | 302.99%-298.1pp |
| Employer contribution / active EE | $653 | $4,968-86.9% | $4,088-84.0% | $4,763-86.3% |
| Participant deferral / active EE | $1,094 | $6,417-83.0% | $5,634-80.6% | $5,983-81.7% |
| Admin fee / account holder | $1,487 | $11,869-87.5% | $9,503-84.4% | $11,252-86.8% |