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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 | $6,515 | $98,760-93.4% | $149,715-95.6% | $79,858-91.8% |
| Participation rate | 42.1% | 75.8%-33.7pp | 82.5%-40.4pp | 69.6%-27.5pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $797 | $3,217-75.2% | $4,645-82.8% | $2,471-67.8% |
| Participant deferral / active EE | $1,497 | $5,681-73.7% | $6,842-78.1% | $3,740-60.0% |
| Admin fee / account holder | $457 | $6,053-92.4% | $9,310-95.1% | $5,306-91.4% |