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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 | $1,986 | $100,194-98.0% | $122,979-98.4% | $86,983-97.7% |
| Participation rate | 30.0% | 73.0%-43.0pp | 77.2%-47.2pp | 69.5%-39.5pp |
| Annual return | 0.00% | 16.47%-16.5pp | 20.12%-20.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $748 | $4,133-81.9% | $5,003-85.0% | $4,194-82.2% |
| Admin fee / account holder | $637 | $10,148-93.7% | $12,864-95.0% | $7,856-91.9% |