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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 | $5,053 | $56,054-91.0% | $171,082-97.0% | $62,881-92.0% |
| Participation rate | 3.0% | 62.9%-59.8pp | 76.7%-73.7pp | 69.3%-66.3pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $162 | $3,158-94.9% | $4,797-96.6% | $3,203-94.9% |
| Admin fee / account holder | $398 | $3,647-89.1% | $8,520-95.3% | $4,296-90.7% |