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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 | $5,758 | $176,077-96.7% | $159,455-96.4% | $167,518-96.6% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,231 | $5,298-76.8% | $4,830-74.5% | $4,838-74.6% |
| Participant deferral / active EE | $2,245 | $7,751-71.0% | $7,353-69.5% | $6,342-64.6% |
| Admin fee / account holder | $3,023 | $12,556-75.9% | $10,800-72.0% | $12,312-75.4% |