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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 | $2,604 | $167,362-98.4% | $143,799-98.2% | $134,532-98.1% |
| Participation rate | 15.0% | 84.8%-69.8pp | 80.3%-65.3pp | 81.2%-66.2pp |
| Annual return | -6.33% | 0.47%-6.8pp | -0.04%-6.3pp | 418.27%-424.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $372 | $6,447-94.2% | $5,638-93.4% | $6,401-94.2% |
| Admin fee / account holder | $3,344 | $18,094-81.5% | $14,677-77.2% | $11,429-70.7% |