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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 | $4,961 | $83,485-94.1% | $125,192-96.0% | $72,975-93.2% |
| Participation rate | 12.0% | 73.3%-61.3pp | 79.8%-67.8pp | 69.5%-57.5pp |
| Annual return | 0.00% | 25.77%-25.8pp | 43.79%-43.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,476 | $3,586-58.8% | $4,937-70.1% | $3,608-59.1% |
| Admin fee / account holder | $3,046 | $5,518-44.8% | $9,704-68.6% | $5,124-40.6% |