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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 | $6,956 | $156,398-95.6% | $147,318-95.3% | $138,895-95.0% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,401 | $4,853-71.1% | $4,593-69.5% | $4,194-66.6% |
| Participant deferral / active EE | $1,440 | $8,237-82.5% | $7,906-81.8% | $6,396-77.5% |
| Admin fee / account holder | $633 | $14,976-95.8% | $13,708-95.4% | $12,562-95.0% |