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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 | $3,901 | $54,541-92.8% | $78,778-95.0% | $70,124-94.4% |
| Participation rate | 51.2% | 60.8%-9.6pp | 69.2%-18.0pp | 69.5%-18.4pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $374 | $1,089-65.6% | $1,986-81.2% | $2,342-84.0% |
| Participant deferral / active EE | $821 | $2,210-62.8% | $2,958-72.2% | $3,332-75.3% |
| Admin fee / account holder | $9,758 | $3,709+163.1% | $5,134+90.1% | $4,645+110.1% |