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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 | $7,794 | $45,312-82.8% | $86,233-91.0% | $67,986-88.5% |
| Participation rate | 1.8% | 42.4%-40.6pp | 69.0%-67.2pp | 57.2%-55.4pp |
| Annual return | 0.00% | 24.79%-24.8pp | 61.39%-61.4pp | 31.67%-31.7pp |
| Employer contribution / active EE | $124 | $1,160-89.3% | $2,504-95.0% | $2,019-93.9% |
| Participant deferral / active EE | $121 | $2,185-94.5% | $4,559-97.4% | $3,358-96.4% |
| Admin fee / account holder | $1,048 | $3,295-68.2% | $8,342-87.4% | $3,203-67.3% |