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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 | $4,907 | $117,846-95.8% | $102,434-95.2% | $145,884-96.6% |
| Participation rate | 54.5% | 78.6%-24.1pp | 76.5%-22.0pp | 80.3%-25.8pp |
| Annual return | 0.00% | 31.90%-31.9pp | 29.46%-29.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,575 | $3,615-56.4% | $3,023-47.9% | $4,662-66.2% |
| Participant deferral / active EE | $1,209 | $5,733-78.9% | $5,055-76.1% | $6,690-81.9% |
| Admin fee / account holder | $3,811 | $13,356-71.5% | $9,462-59.7% | $13,392-71.5% |