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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 | $2,797 | $105,867-97.4% | $90,760-96.9% | $134,532-97.9% |
| Participation rate | 44.4% | 78.3%-33.8pp | 75.7%-31.2pp | 81.2%-36.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $907 | $3,464-73.8% | $2,922-69.0% | $4,741-80.9% |
| Participant deferral / active EE | $1,139 | $5,217-78.2% | $4,565-75.1% | $6,401-82.2% |
| Admin fee / account holder | $684 | $13,936-95.1% | $8,444-91.9% | $11,429-94.0% |