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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 | $3,348 | $100,970-96.7% | $96,576-96.5% | $137,256-97.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 0.00% | 38.16%-38.2pp | 38.47%-38.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $462 | $3,809-87.9% | $3,553-87.0% | $4,156-88.9% |
| Participant deferral / active EE | $1,375 | $8,286-83.4% | $7,956-82.7% | $6,407-78.5% |
| Admin fee / account holder | $617 | $11,312-94.5% | $11,381-94.6% | $12,270-95.0% |