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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 | $2,752 | $73,978-96.3% | $96,515-97.1% | $75,173-96.3% |
| Participation rate | 14.0% | 66.4%-52.4pp | 74.3%-60.3pp | 67.2%-53.2pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $473 | $3,660-87.1% | $4,880-90.3% | $4,126-88.5% |
| Admin fee / account holder | $506 | $5,219-90.3% | $6,735-92.5% | $5,651-91.0% |