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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 | $10,049 | $89,670-88.8% | $108,359-90.7% | $89,670-88.8% |
| Participation rate | 0.6% | 71.2%-70.6pp | 70.1%-69.6pp | 71.2%-70.6pp |
| Annual return | 14.31% | 19.66%-5.4pp | 36.89%-22.6pp | 19.66%-5.4pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $2,399-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $4,137-100.0% | $3,962-100.0% |
| Admin fee / account holder | $2,945 | $352+736.9% | $9,741-69.8% | $352+736.9% |