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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 | $2,867 | $110,083-97.4% | $151,639-98.1% | $68,486-95.8% |
| Participation rate | 13.8% | 84.0%-70.2pp | 87.5%-73.7pp | 67.9%-54.1pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,303 | $6,526-80.0% | $8,363-84.4% | $4,028-67.6% |
| Admin fee / account holder | $1,289 | $7,718-83.3% | $11,613-88.9% | $5,404-76.2% |