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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 | $2,212 | $99,032-97.8% | $80,022-97.2% | $135,379-98.4% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $443 | $3,043-85.5% | $2,468-82.1% | $4,779-90.7% |
| Participant deferral / active EE | $872 | $4,282-79.6% | $3,686-76.3% | $5,609-84.4% |
| Admin fee / account holder | $391 | $10,436-96.3% | $6,521-94.0% | $10,828-96.4% |