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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 | $717 | $73,848-99.0% | $143,799-99.5% | $68,486-99.0% |
| Participation rate | 10.8% | 66.7%-55.9pp | 80.3%-69.6pp | 67.9%-57.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $119 | $3,385-96.5% | $5,638-97.9% | $4,028-97.0% |
| Admin fee / account holder | $399 | $5,755-93.1% | $14,677-97.3% | $5,404-92.6% |