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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 | $1,662 | $106,551-98.4% | $91,225-98.2% | $134,532-98.8% |
| Participation rate | 30.8% | 76.8%-46.0pp | 73.2%-42.4pp | 81.2%-50.5pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $338 | $3,331-89.8% | $2,851-88.1% | $4,741-92.9% |
| Participant deferral / active EE | $379 | $4,718-92.0% | $4,233-91.0% | $6,401-94.1% |
| Admin fee / account holder | $607 | $6,234-90.3% | $5,422-88.8% | $11,429-94.7% |