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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 | $5,635 | $59,116-90.5% | $86,438-93.5% | $68,486-91.8% |
| Participation rate | 41.2% | 75.2%-34.1pp | 80.3%-39.2pp | 67.9%-26.7pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,309 | $5,902-60.9% | $6,952-66.8% | $4,028-42.7% |
| Admin fee / account holder | $601 | $5,639-89.3% | $6,733-91.1% | $5,404-88.9% |