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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 | $1,022 | $59,116-98.3% | $86,438-98.8% | $68,486-98.5% |
| Participation rate | 66.7% | 75.2%-8.6pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $582 | $2,519-76.9% | $3,769-84.6% | $2,597-77.6% |
| Participant deferral / active EE | $799 | $5,902-86.5% | $6,952-88.5% | $4,028-80.2% |
| Admin fee / account holder | $336 | $5,639-94.0% | $6,733-95.0% | $5,404-93.8% |