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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 | $4,681 | $78,423-94.0% | $95,964-95.1% | $79,856-94.1% |
| Participation rate | 16.7% | 73.5%-56.8pp | 77.1%-60.4pp | 69.6%-53.0pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $779 | $3,440-77.3% | $4,167-81.3% | $3,741-79.2% |
| Admin fee / account holder | $323 | $5,622-94.3% | $6,797-95.2% | $5,306-93.9% |