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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 | $4,598 | $127,298-96.4% | $109,916-95.8% | $167,553-97.3% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.2%-40.9pp | 82.1%-48.8pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,414 | $3,325-57.5% | $2,844-50.3% | $4,840-70.8% |
| Participant deferral / active EE | $458 | $4,513-89.9% | $4,047-88.7% | $6,343-92.8% |
| Admin fee / account holder | $1,032 | $7,119-85.5% | $6,069-83.0% | $12,316-91.6% |