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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 | $2,740 | $106,247-97.4% | $96,515-97.2% | $139,466-98.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $916 | $4,106-77.7% | $3,740-75.5% | $4,754-80.7% |
| Participant deferral / active EE | $1,036 | $5,456-81.0% | $4,880-78.8% | $6,712-84.6% |
| Admin fee / account holder | $389 | $7,885-95.1% | $6,735-94.2% | $11,409-96.6% |