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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 | $11,434 | $71,873-84.1% | $86,698-86.8% | $68,490-83.3% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | -17.89% | 3.54%-21.4pp | 35.96%-53.9pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $767 | $3,779-79.7% | $4,656-83.5% | $4,028-80.9% |
| Admin fee / account holder | $1,105 | $6,110-81.9% | $7,492-85.3% | $5,403-79.6% |