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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 | $12,450 | $52,331-76.2% | - | $52,331-76.2% |
| Participation rate | 48.9% | 68.1%-19.2pp | - | 68.1%-19.2pp |
| Annual return | 0.00% | 4.54%-4.5pp | - | 4.54%-4.5pp |
| Employer contribution / active EE | $332 | $1,882-82.3% | - | $1,882-82.3% |
| Participant deferral / active EE | $950 | $3,022-68.6% | - | $3,022-68.6% |
| Admin fee / account holder | $321 | $592-45.7% | - | $592-45.7% |