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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 | $6,179 | $165,361-96.3% | $149,715-95.9% | $158,950-96.1% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $926 | $5,103-81.9% | $4,645-80.1% | $4,762-80.6% |
| Participant deferral / active EE | $1,888 | $7,182-73.7% | $6,842-72.4% | $5,983-68.4% |
| Admin fee / account holder | $2,014 | $10,808-81.4% | $9,310-78.4% | $11,248-82.1% |