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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 | $2,883 | $73,988-96.1% | $96,538-97.0% | $75,177-96.2% |
| Participation rate | 3.3% | 66.4%-63.1pp | 74.3%-71.0pp | 67.2%-63.9pp |
| Annual return | 0.00% | 26.73%-26.7pp | 35.74%-35.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $89 | $3,660-97.6% | $4,880-98.2% | $4,126-97.8% |
| Admin fee / account holder | $1,132 | $5,220-78.3% | $6,737-83.2% | $5,651-80.0% |