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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 | $1,993 | $77,416-97.4% | $69,464-97.1% | $152,897-98.7% |
| Participation rate | 13.0% | 78.1%-65.0pp | 74.6%-61.6pp | 82.5%-69.4pp |
| Annual return | 0.00% | 39.08%-39.1pp | 28.98%-29.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $293 | $4,413-93.4% | $3,536-91.7% | $5,851-95.0% |
| Admin fee / account holder | $397 | $6,208-93.6% | $3,840-89.7% | $11,599-96.6% |