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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 | $8,998 | $38,165-76.4% | $189,758-95.3% | $69,255-87.0% |
| Participation rate | 10.5% | 66.7%-56.2pp | 79.8%-69.3pp | 69.0%-58.5pp |
| Annual return | 0.00% | 14.65%-14.6pp | 52.62%-52.6pp | 26.73%-26.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $4,767-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $420 | $2,073-79.8% | $5,856-92.8% | $2,890-85.5% |
| Admin fee / account holder | $370 | $714-48.2% | $20,388-98.2% | $733-49.5% |