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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 | $7,111 | $202,342-96.5% | $172,752-95.9% | $152,897-95.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,553 | $5,858-73.5% | $5,144-69.8% | $4,764-67.4% |
| Participant deferral / active EE | $1,914 | $5,948-67.8% | $5,198-63.2% | $5,851-67.3% |
| Admin fee / account holder | $355 | $17,111-97.9% | $13,955-97.5% | $11,599-96.9% |