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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 | $3,787 | $136,860-97.2% | $120,344-96.9% | $154,746-97.6% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 0.00% | 21.38%-21.4pp | 20.30%-20.3pp | 172.34%-172.3pp |
| Employer contribution / active EE | $3,533 | $3,5330% | $3,020+17.0% | $4,379-19.3% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $769 | $15,393-95.0% | $12,742-94.0% | $14,365-94.7% |