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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 | $3,125 | $97,761-96.8% | $83,850-96.3% | $135,382-97.7% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $6,319 | $4,222+49.7% | $3,631+74.0% | $4,779+32.2% |
| Participant deferral / active EE | $596 | $4,682-87.3% | $4,082-85.4% | $5,609-89.4% |
| Admin fee / account holder | $14,042 | $6,674+110.4% | $5,478+156.3% | $10,829+29.7% |