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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 | $949 | $101,283-99.1% | $75,826-98.7% | $135,380-99.3% |
| Participation rate | 20.0% | 72.7%-52.7pp | 68.2%-48.2pp | 82.6%-62.6pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $160 | $2,382-93.3% | $1,913-91.6% | $4,779-96.7% |
| Participant deferral / active EE | $160 | $3,469-95.4% | $2,862-94.4% | $5,609-97.1% |
| Admin fee / account holder | $579 | $6,539-91.1% | $4,726-87.7% | $10,828-94.7% |