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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 | $1,069 | $109,967-99.0% | $97,197-98.9% | $145,877-99.3% |
| Participation rate | 28.6% | 76.0%-47.4pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 0.00% | 244.27%-244.3pp | 75.47%-75.5pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $384 | $4,676-91.8% | $4,263-91.0% | $6,691-94.3% |
| Admin fee / account holder | $361 | $6,199-94.2% | $5,637-93.6% | $13,402-97.3% |