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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 | $2,542 | $41,377-93.9% | $109,313-97.7% | $62,881-96.0% |
| Participation rate | 27.6% | 57.5%-30.0pp | 71.3%-43.7pp | 69.3%-41.7pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $451 | $2,045-77.9% | $3,166-85.8% | $3,203-85.9% |
| Admin fee / account holder | $483 | $2,884-83.2% | $5,666-91.5% | $4,296-88.7% |