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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 | $478 | $180,462-99.7% | $154,111-99.7% | $135,379-99.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -4.83% | 888.17%-893.0pp | 735.18%-740.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $245 | $5,806-95.8% | $5,081-95.2% | $5,609-95.6% |
| Admin fee / account holder | $622 | $16,145-96.1% | $13,411-95.4% | $10,828-94.3% |