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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 | $6,082 | $56,197-89.2% | $67,652-91.0% | $59,633-89.8% |
| Participation rate | 25.9% | 71.5%-45.5pp | 75.7%-49.7pp | 68.7%-42.7pp |
| Annual return | 0.03% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $147 | $2,844-94.8% | $3,560-95.9% | $3,192-95.4% |
| Admin fee / account holder | $743 | $3,958-81.2% | $4,821-84.6% | $4,297-82.7% |