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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 | $5,299 | $100,938-94.8% | $90,461-94.1% | $158,982-96.7% |
| Participation rate | 18.2% | 75.0%-56.8pp | 72.7%-54.5pp | 82.0%-63.8pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $358 | $3,691-90.3% | $3,264-89.0% | $4,763-92.5% |
| Participant deferral / active EE | $505 | $4,350-88.4% | $3,964-87.3% | $5,983-91.6% |
| Admin fee / account holder | $330 | $6,510-94.9% | $5,617-94.1% | $11,252-97.1% |