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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 | $7,656 | $136,860-94.4% | $120,344-93.6% | $154,746-95.1% |
| Participation rate | 58.8% | 79.9%-21.1pp | 76.7%-17.9pp | 80.7%-21.9pp |
| Annual return | 0.00% | 21.38%-21.4pp | 20.30%-20.3pp | 172.34%-172.3pp |
| Employer contribution / active EE | $879 | $3,533-75.1% | $3,020-70.9% | $4,379-79.9% |
| Participant deferral / active EE | $1,897 | $5,793-67.3% | $5,135-63.1% | $6,730-71.8% |
| Admin fee / account holder | $516 | $15,393-96.6% | $12,742-95.9% | $14,365-96.4% |