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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 | $2,892 | $201,372-98.6% | $184,260-98.4% | $145,884-98.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,719 | $7,024-75.5% | $6,427-73.3% | $4,662-63.1% |
| Participant deferral / active EE | $2,146 | $9,808-78.1% | $9,133-76.5% | $6,690-67.9% |
| Admin fee / account holder | $1,101 | $16,362-93.3% | $13,898-92.1% | $13,392-91.8% |