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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 | $13,653 | $65,034-79.0% | $90,970-85.0% | $79,856-82.9% |
| Participation rate | 40.7% | 61.6%-20.9pp | 69.0%-28.3pp | 69.6%-29.0pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,023 | $2,512-59.3% | $3,373-69.7% | $3,741-72.6% |
| Admin fee / account holder | $2,278 | $4,536-49.8% | $5,961-61.8% | $5,306-57.1% |