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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 | $3,030 | $62,589-95.2% | $76,768-96.1% | $64,173-95.3% |
| Participation rate | 55.6% | 72.8%-17.3pp | 77.0%-21.4pp | 69.6%-14.0pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $901 | $1,832-50.8% | $2,485-63.7% | $2,381-62.1% |
| Participant deferral / active EE | $1,326 | $3,145-57.8% | $3,852-65.6% | $3,470-61.8% |
| Admin fee / account holder | $543 | $4,667-88.4% | $6,675-91.9% | $4,887-88.9% |