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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 | $2,190 | $99,345-97.8% | $84,753-97.4% | $273,972-99.2% |
| Participation rate | 29.2% | 80.7%-51.5pp | 76.6%-47.4pp | 83.0%-53.8pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $577 | $4,270-86.5% | $3,712-84.4% | $5,287-89.1% |
| Admin fee / account holder | $634 | $6,645-90.5% | $5,333-88.1% | $10,133-93.7% |