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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 | $1,682 | $93,124-98.2% | $77,100-97.8% | $134,545-98.7% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $460 | $3,421-86.6% | $2,815-83.7% | $4,742-90.3% |
| Participant deferral / active EE | $797 | $5,242-84.8% | $4,430-82.0% | $6,401-87.5% |
| Admin fee / account holder | $395 | $6,970-94.3% | $5,443-92.7% | $11,431-96.5% |