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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 | $2,591 | $107,941-97.6% | $91,994-97.2% | $152,897-98.3% |
| Participation rate | 38.9% | 81.2%-42.3pp | 78.6%-39.7pp | 82.5%-43.6pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $968 | $6,366-84.8% | $5,924-83.7% | $5,851-83.5% |
| Admin fee / account holder | $889 | $10,521-91.6% | $7,744-88.5% | $11,599-92.3% |