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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 | $51 | $180,459-100.0% | $154,108-100.0% | $135,380-100.0% |
| Participation rate | 5.9% | 87.4%-81.5pp | 83.0%-77.2pp | 82.6%-76.8pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $46 | $5,806-99.2% | $5,081-99.1% | $5,609-99.2% |
| Admin fee / account holder | $702 | $16,145-95.7% | $13,411-94.8% | $10,828-93.5% |