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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 | $1,930 | $92,766-97.9% | $82,763-97.7% | $134,545-98.6% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $478 | $3,273-85.4% | $3,008-84.1% | $4,742-89.9% |
| Participant deferral / active EE | $644 | $4,802-86.6% | $4,395-85.4% | $6,401-89.9% |
| Admin fee / account holder | $304 | $5,978-94.9% | $5,325-94.3% | $11,431-97.3% |