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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 | $7,813 | $167,533-95.3% | $151,645-94.8% | $134,545-94.2% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.5%-23.9pp | 81.2%-17.6pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,345 | $6,828-65.7% | $6,165-62.0% | $4,742-50.5% |
| Participant deferral / active EE | $2,404 | $8,985-73.2% | $8,363-71.2% | $6,401-62.4% |
| Admin fee / account holder | $918 | $13,781-93.3% | $11,614-92.1% | $11,431-92.0% |