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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 | $2,076 | $59,191-96.5% | $76,767-97.3% | $56,289-96.3% |
| Participation rate | 13.7% | 75.2%-61.6pp | 77.0%-63.3pp | 69.9%-56.2pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $440 | $3,255-86.5% | $3,852-88.6% | $3,350-86.9% |
| Admin fee / account holder | $905 | $489+84.9% | $6,675-86.4% | $521+73.6% |