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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 | $138,312-97.3% | $122,979-96.9% | $155,188-97.6% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | 0.00% | 22.06%-22.1pp | 20.12%-20.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $3,533 | $3,530+0.1% | $3,062+15.4% | $4,248-16.8% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $769 | $15,089-94.9% | $12,864-94.0% | $14,480-94.7% |