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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 | $828 | $95,895-99.1% | $79,576-99.0% | $134,509-99.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $911 | $3,128-70.9% | $2,413-62.3% | $4,741-80.8% |
| Participant deferral / active EE | $1,035 | $4,693-78.0% | $3,985-74.0% | $6,400-83.8% |
| Admin fee / account holder | $534 | $9,129-94.2% | $6,834-92.2% | $11,427-95.3% |