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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 | $2,849 | $101,798-97.2% | $165,071-98.3% | $80,935-96.5% |
| Participation rate | 13.8% | 71.8%-58.0pp | 78.6%-64.8pp | 67.7%-53.9pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.17%-70.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $436 | $4,476-90.3% | $6,035-92.8% | $4,299-89.9% |
| Admin fee / account holder | $388 | $8,221-95.3% | $12,695-96.9% | $6,924-94.4% |