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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $6,670 | $110,410-94.0% | $102,437-93.5% | $145,897-95.4% |
| Participation rate | 31.8% | 77.9%-46.1pp | 74.5%-42.7pp | 80.3%-48.5pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $534 | $4,217-87.3% | $3,871-86.2% | $4,663-88.6% |
| Participant deferral / active EE | $1,620 | $5,622-71.2% | $5,060-68.0% | $6,689-75.8% |
| Admin fee / account holder | $422 | $9,745-95.7% | $8,388-95.0% | $13,390-96.8% |