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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 | $6,006 | $77,164-92.2% | $178,014-96.6% | $80,874-92.6% |
| Participation rate | 41.0% | 65.7%-24.7pp | 77.1%-36.1pp | 67.6%-26.7pp |
| Annual return | 0.00% | 18.09%-18.1pp | 294.80%-294.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $738 | $2,288-67.7% | $3,950-81.3% | $2,756-73.2% |
| Participant deferral / active EE | $1,056 | $4,408-76.0% | $6,276-83.2% | $4,297-75.4% |
| Admin fee / account holder | $301 | $7,164-95.8% | $10,362-97.1% | $6,935-95.7% |