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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 | $78,027-92.3% | $178,528-96.6% | $80,925-92.6% |
| Participation rate | 41.0% | 65.7%-24.7pp | 77.1%-36.1pp | 67.7%-26.7pp |
| Annual return | 0.00% | 18.09%-18.1pp | 27.11%-27.1pp | 35.65%-35.6pp |
| Employer contribution / active EE | $738 | $2,281-67.6% | $3,950-81.3% | $2,756-73.2% |
| Participant deferral / active EE | $1,056 | $4,408-76.0% | $6,278-83.2% | $4,299-75.4% |
| Admin fee / account holder | $301 | $7,168-95.8% | $10,419-97.1% | $6,940-95.7% |