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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 | $5,291 | $71,873-92.6% | $86,698-93.9% | $68,490-92.3% |
| Participation rate | 17.1% | 72.2%-55.1pp | 76.6%-59.4pp | 67.9%-50.8pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $995 | $3,779-73.7% | $4,656-78.6% | $4,028-75.3% |
| Admin fee / account holder | $422 | $6,110-93.1% | $7,492-94.4% | $5,403-92.2% |