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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 | $6,079 | $48,314-87.4% | $67,561-91.0% | $80,925-92.5% |
| Participation rate | 67.9% | 66.4%+1.5pp | 72.9%-5.0pp | 67.7%+0.2pp |
| Annual return | 0.00% | 18.28%-18.3pp | 3525.44%-3525.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $3,613 | $2,022+78.7% | $2,735+32.1% | $2,756+31.1% |
| Participant deferral / active EE | $575 | $2,927-80.4% | $4,003-85.6% | $4,299-86.6% |
| Admin fee / account holder | $350 | $3,690-90.5% | $4,006-91.3% | $6,940-95.0% |