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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 | $4,385 | $184,014-97.6% | $161,149-97.3% | $138,895-96.8% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.8%-36.0pp | 79.9%-37.1pp |
| Annual return | 0.00% | 21.52%-21.5pp | 21.16%-21.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,223 | $5,055-75.8% | $4,360-72.0% | $4,194-70.8% |
| Participant deferral / active EE | $1,299 | $6,909-81.2% | $6,153-78.9% | $6,396-79.7% |
| Admin fee / account holder | $394 | $18,027-97.8% | $15,194-97.4% | $12,562-96.9% |