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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 | $1,316 | $138,075-99.0% | $123,552-98.9% | $135,379-99.0% |
| Participation rate | 11.8% | 84.7%-73.0pp | 82.3%-70.5pp | 82.6%-70.9pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,607 | $6,800-76.4% | $6,426-75.0% | $5,609-71.3% |
| Admin fee / account holder | $12,504 | $10,917+14.5% | $9,285+34.7% | $10,828+15.5% |