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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 | $6,751 | $157,296-95.7% | $141,191-95.2% | $152,897-95.6% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,074 | $5,262-79.6% | $4,736-77.3% | $4,764-77.5% |
| Participant deferral / active EE | $1,884 | $7,111-73.5% | $6,710-71.9% | $5,851-67.8% |
| Admin fee / account holder | $482 | $12,125-96.0% | $10,264-95.3% | $11,599-95.8% |