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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 | $14,007 | $54,380-74.2% | $68,509-79.6% | $59,633-76.5% |
| Participation rate | 0.0% | 70.2%-70.2pp | 74.7%-74.7pp | 68.7%-68.7pp |
| Annual return | 1.10% | 2.83%-1.7pp | 8.27%-7.2pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $392 | $1,539-74.5% | $2,278-82.8% | $2,203-82.2% |
| Participant deferral / active EE | $722 | $2,643-72.7% | $3,382-78.7% | $3,192-77.4% |
| Admin fee / account holder | $1,483 | $3,885-61.8% | $5,275-71.9% | $4,297-65.5% |