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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 | $7,169 | $175,231-95.9% | $149,696-95.2% | $139,466-94.9% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,124 | $5,478-79.5% | $4,821-76.7% | $4,754-76.4% |
| Participant deferral / active EE | $1,500 | $6,521-77.0% | $5,682-73.6% | $6,712-77.7% |
| Admin fee / account holder | $1,059 | $16,155-93.4% | $13,212-92.0% | $11,409-90.7% |