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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 | $5,758 | $85,766-93.3% | $136,298-95.8% | $70,126-91.8% |
| Participation rate | 58.3% | 74.2%-15.8pp | 81.9%-23.6pp | 69.5%-11.2pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $653 | $2,966-78.0% | $4,696-86.1% | $2,343-72.1% |
| Participant deferral / active EE | $809 | $5,051-84.0% | $6,247-87.1% | $3,332-75.7% |
| Admin fee / account holder | $726 | $5,421-86.6% | $9,244-92.1% | $4,645-84.4% |