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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 | $2,711 | $45,872-94.1% | $77,096-96.5% | $68,486-96.0% |
| Participation rate | 20.0% | 55.9%-35.9pp | 67.9%-47.9pp | 67.9%-47.9pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $313 | $1,650-81.0% | $2,814-88.9% | $2,597-87.9% |
| Participant deferral / active EE | $429 | $2,963-85.5% | $4,429-90.3% | $4,028-89.3% |
| Admin fee / account holder | $302 | $3,041-90.1% | $5,428-94.4% | $5,404-94.4% |