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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 | $9,511 | $129,737-92.7% | $119,126-92.0% | $154,746-93.9% |
| Participation rate | 27.3% | 78.9%-51.6pp | 75.8%-48.5pp | 80.7%-53.4pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,326 | $4,375-69.7% | $4,034-67.1% | $4,379-69.7% |
| Participant deferral / active EE | $1,245 | $5,842-78.7% | $5,318-76.6% | $6,730-81.5% |
| Admin fee / account holder | $576 | $11,961-95.2% | $10,693-94.6% | $14,365-96.0% |