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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 | $14,391 | $71,230-79.8% | $93,727-84.6% | $80,959-82.2% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.7%-67.7pp |
| Annual return | 13.83% | 11.26%+2.6pp | 133.83%-120.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $553 | $1,565-64.7% | $2,421-77.2% | $2,757-80.0% |
| Participant deferral / active EE | $1,190 | $4,037-70.5% | $4,417-73.1% | $4,300-72.3% |
| Admin fee / account holder | $2,935 | $6,961-57.8% | $8,292-64.6% | $6,925-57.6% |