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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 | $13,256 | $92,219-85.6% | $76,766-82.7% | $135,382-90.2% |
| Participation rate | 34.8% | 79.8%-45.0pp | 77.0%-42.2pp | 82.6%-47.9pp |
| Annual return | -0.01% | 5.46%-5.5pp | 2.43%-2.4pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $529 | $4,508-88.3% | $3,851-86.3% | $5,609-90.6% |
| Admin fee / account holder | $431 | $10,749-96.0% | $6,675-93.5% | $10,829-96.0% |