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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 | $4,443 | $81,476-94.5% | $102,383-95.7% | $80,925-94.5% |
| Participation rate | 31.4% | 66.8%-35.5pp | 74.5%-43.1pp | 67.7%-36.3pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $900 | $3,105-71.0% | $3,870-76.8% | $2,756-67.4% |
| Participant deferral / active EE | $996 | $3,871-74.3% | $5,060-80.3% | $4,299-76.8% |
| Admin fee / account holder | $349 | $6,717-94.8% | $8,391-95.8% | $6,940-95.0% |