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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 | $1,295 | $29,736-95.6% | $56,033-97.7% | $80,935-98.4% |
| Participation rate | 18.8% | 41.7%-22.9pp | 52.5%-33.7pp | 67.7%-48.9pp |
| Annual return | 0.00% | 35.28%-35.3pp | 1711.38%-1711.4pp | 35.66%-35.7pp |
| Employer contribution / active EE | $127 | $671-81.0% | $1,041-87.8% | $2,757-95.4% |
| Participant deferral / active EE | $230 | $1,228-81.3% | $1,954-88.3% | $4,299-94.7% |
| Admin fee / account holder | $442 | $2,434-81.9% | $2,827-84.4% | $6,924-93.6% |