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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 | $3,600 | $58,391-93.8% | $76,657-95.3% | $72,975-95.1% |
| Participation rate | 38.9% | 67.4%-28.5pp | 72.1%-33.2pp | 69.5%-30.6pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $560 | $1,787-68.7% | $2,303-75.7% | $2,440-77.1% |
| Participant deferral / active EE | $937 | $2,690-65.2% | $3,335-71.9% | $3,608-74.0% |
| Admin fee / account holder | $550 | $4,014-86.3% | $6,423-91.4% | $5,124-89.3% |