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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 | $3,848 | $110,379-96.5% | $102,412-96.2% | $145,884-97.4% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 0.00% | 24.84%-24.8pp | 24.94%-24.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,162 | $4,216-72.4% | $3,870-70.0% | $4,662-75.1% |
| Participant deferral / active EE | $1,379 | $5,622-75.5% | $5,060-72.8% | $6,690-79.4% |
| Admin fee / account holder | $301 | $9,745-96.9% | $8,388-96.4% | $13,392-97.8% |