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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 | $3,742 | $106,008-96.5% | $92,240-95.9% | $147,586-97.5% |
| Participation rate | 20.8% | 80.4%-59.6pp | 76.5%-55.6pp | 82.8%-62.0pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $749 | $4,478-83.3% | $3,897-80.8% | $5,439-86.2% |
| Admin fee / account holder | $387 | $6,333-93.9% | $5,194-92.5% | $10,886-96.4% |