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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 | $7,104 | $54,380-86.9% | $68,509-89.6% | $59,633-88.1% |
| Participation rate | 12.7% | 70.2%-57.5pp | 74.7%-62.0pp | 68.7%-55.9pp |
| Annual return | 1.30% | 2.83%-1.5pp | 8.27%-7.0pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $311 | $2,643-88.2% | $3,382-90.8% | $3,192-90.2% |
| Admin fee / account holder | $19,968 | $3,885+413.9% | $5,275+278.6% | $4,297+364.7% |