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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 | $5,470 | $58,391-90.6% | $76,667-92.9% | $72,976-92.5% |
| Participation rate | 20.6% | 67.4%-46.8pp | 72.1%-51.5pp | 69.5%-48.9pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.02%-81.0pp |
| Employer contribution / active EE | $441 | $1,787-75.3% | $2,303-80.9% | $2,440-81.9% |
| Participant deferral / active EE | $850 | $2,690-68.4% | $3,336-74.5% | $3,608-76.5% |
| Admin fee / account holder | $872 | $4,014-78.3% | $6,423-86.4% | $5,124-83.0% |