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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 | $4,957 | $77,157-93.6% | $108,405-95.4% | $85,847-94.2% |
| Participation rate | 32.1% | 74.7%-42.5pp | 80.1%-48.0pp | 69.3%-37.2pp |
| Annual return | 0.00% | 44.55%-44.6pp | 905.55%-905.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $338 | $2,379-85.8% | $3,559-90.5% | $2,565-86.8% |
| Participant deferral / active EE | $836 | $5,567-85.0% | $6,563-87.3% | $3,952-78.9% |
| Admin fee / account holder | $942 | $5,174-81.8% | $7,297-87.1% | $6,261-85.0% |