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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 | $3,192 | $62,583-94.9% | $76,767-95.8% | $64,173-95.0% |
| Participation rate | 36.4% | 72.8%-36.5pp | 77.0%-40.6pp | 69.6%-33.2pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $466 | $1,832-74.6% | $2,485-81.3% | $2,381-80.4% |
| Participant deferral / active EE | $899 | $3,145-71.4% | $3,852-76.7% | $3,470-74.1% |
| Admin fee / account holder | $304 | $4,667-93.5% | $6,675-95.4% | $4,887-93.8% |