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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 | $5,738 | $83,485-93.1% | $125,180-95.4% | $72,983-92.1% |
| Participation rate | 41.4% | 73.3%-31.9pp | 79.8%-38.4pp | 69.5%-28.1pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $911 | $2,346-61.1% | $3,866-76.4% | $2,440-62.6% |
| Participant deferral / active EE | $1,484 | $3,586-58.6% | $4,937-69.9% | $3,608-58.9% |
| Admin fee / account holder | $458 | $5,518-91.7% | $9,703-95.3% | $5,124-91.1% |