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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 | $5,963 | $155,555-96.2% | $146,866-95.9% | $155,188-96.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 0.00% | 115.41%-115.4pp | 102.85%-102.9pp | 148.84%-148.8pp |
| Employer contribution / active EE | $837 | $4,647-82.0% | $4,425-81.1% | $4,248-80.3% |
| Participant deferral / active EE | $906 | $8,044-88.7% | $7,759-88.3% | $6,531-86.1% |
| Admin fee / account holder | $391 | $14,755-97.4% | $13,620-97.1% | $14,480-97.3% |