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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 | $5,732 | $92,219-93.8% | $76,767-92.5% | $135,380-95.8% |
| Participation rate | 26.3% | 79.8%-53.5pp | 77.0%-50.6pp | 82.6%-56.3pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,256 | $4,508-72.1% | $3,852-67.4% | $5,609-77.6% |
| Admin fee / account holder | $3,626 | $10,749-66.3% | $6,675-45.7% | $10,828-66.5% |