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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 | $13,481 | $167,353-91.9% | $143,797-90.6% | $134,545-90.0% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,226 | $5,620-60.4% | $4,952-55.0% | $4,742-53.1% |
| Participant deferral / active EE | $1,270 | $6,447-80.3% | $5,638-77.5% | $6,401-80.2% |
| Admin fee / account holder | $628 | $18,096-96.5% | $14,679-95.7% | $11,431-94.5% |