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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 | $7,638 | $55,457-86.2% | $77,361-90.1% | $94,015-91.9% |
| Participation rate | 69.1% | 69.8%-0.7pp | 75.0%-5.8pp | 70.8%-1.7pp |
| Annual return | 0.00% | 15.57%-15.6pp | 1011.54%-1011.5pp | 17.84%-17.8pp |
| Employer contribution / active EE | $609 | $2,255-73.0% | $2,990-79.6% | $2,790-78.2% |
| Participant deferral / active EE | $908 | $3,069-70.4% | $3,911-76.8% | $4,249-78.6% |
| Admin fee / account holder | $1,944 | $4,334-55.1% | $5,894-67.0% | $8,951-78.3% |