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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 | $3,081 | $98,240-96.9% | $82,312-96.3% | $147,586-97.9% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $725 | $3,192-77.3% | $2,428-70.1% | $4,876-85.1% |
| Participant deferral / active EE | $913 | $4,383-79.2% | $3,706-75.4% | $5,439-83.2% |
| Admin fee / account holder | $439 | $8,563-94.9% | $5,608-92.2% | $10,886-96.0% |