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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 | $1,385 | $124,213-98.9% | $118,106-98.8% | $154,746-99.1% |
| Participation rate | 50.0% | 83.6%-33.6pp | 81.9%-31.9pp | 80.7%-30.7pp |
| Annual return | 0.00% | 18.29%-18.3pp | 19.44%-19.4pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,637 | $6,859-76.1% | $6,619-75.3% | $6,730-75.7% |
| Admin fee / account holder | $2,018 | $9,627-79.0% | $8,973-77.5% | $14,365-86.0% |