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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 | $95,404-97.9% | $113,397-98.2% | $82,637-97.6% |
| Participation rate | 30.0% | 72.8%-42.8pp | 76.5%-46.5pp | 68.1%-38.1pp |
| Annual return | 0.00% | 19.08%-19.1pp | 23.20%-23.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $748 | $4,220-82.3% | $5,076-85.3% | $4,126-81.9% |
| Admin fee / account holder | $637 | $9,168-93.1% | $11,957-94.7% | $7,339-91.3% |