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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 | $2,478 | $72,027-96.6% | $185,835-98.7% | $79,852-96.9% |
| Participation rate | 24.4% | 65.8%-41.4pp | 78.0%-53.7pp | 69.6%-45.2pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $738 | $3,780-80.5% | $5,633-86.9% | $3,740-80.3% |
| Admin fee / account holder | $561 | $4,513-87.6% | $9,502-94.1% | $5,306-89.4% |