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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 | $5,324 | $52,678-89.9% | $75,784-93.0% | $59,633-91.1% |
| Participation rate | 36.4% | 67.2%-30.9pp | 75.8%-39.5pp | 68.7%-32.3pp |
| Annual return | 0.23% | 2.95%-2.7pp | 9.68%-9.5pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $433 | $2,591-83.3% | $3,652-88.1% | $3,192-86.4% |
| Admin fee / account holder | $928 | $3,610-74.3% | $5,300-82.5% | $4,297-78.4% |