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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 | $2,889 | $37,446-92.3% | $77,552-96.3% | $79,856-96.4% |
| Participation rate | 28.6% | 41.5%-13.0pp | 54.2%-25.6pp | 69.6%-41.1pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $198 | $637-68.9% | $987-79.9% | $2,471-92.0% |
| Participant deferral / active EE | $298 | $1,261-76.3% | $1,861-84.0% | $3,741-92.0% |
| Admin fee / account holder | $481 | $2,506-80.8% | $2,859-83.2% | $5,306-90.9% |