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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 | $1,615 | $134,001-98.8% | $112,258-98.6% | $134,509-98.8% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $851 | $4,039-78.9% | $3,636-76.6% | $4,741-82.0% |
| Participant deferral / active EE | $1,277 | $5,291-75.9% | $4,728-73.0% | $6,400-80.1% |
| Admin fee / account holder | $396 | $7,491-94.7% | $6,411-93.8% | $11,427-96.5% |