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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 | $46,464-80.6% | $150,298-94.0% | $79,634-88.7% |
| Participation rate | 10.5% | 57.0%-46.4pp | 77.8%-67.2pp | 62.5%-52.0pp |
| Annual return | 0.00% | 27.89%-27.9pp | 62.79%-62.8pp | 36.46%-36.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $420 | $2,157-80.5% | $5,453-92.3% | $3,835-89.1% |
| Admin fee / account holder | $370 | $891-58.5% | $14,116-97.4% | $1,002-63.1% |