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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 | $4,358 | $228,352-98.1% | $185,835-97.7% | $158,966-97.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 40.81%-40.8pp | 35.96%-36.0pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,122 | $4,967-77.4% | $4,087-72.6% | $4,762-76.5% |
| Participant deferral / active EE | $1,228 | $6,416-80.9% | $5,633-78.2% | $5,983-79.5% |
| Admin fee / account holder | $1,098 | $11,867-90.7% | $9,502-88.4% | $11,250-90.2% |