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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 | $2,776 | $138,068-98.0% | $125,358-97.8% | $134,493-97.9% |
| Participation rate | 60.9% | 84.5%-23.6pp | 82.4%-21.5pp | 81.2%-20.4pp |
| Annual return | 0.00% | 750.30%-750.3pp | 572.03%-572.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $1,057 | $5,244-79.9% | $4,814-78.1% | $4,740-77.7% |
| Participant deferral / active EE | $1,542 | $7,799-80.2% | $7,447-79.3% | $6,400-75.9% |
| Admin fee / account holder | $482 | $11,568-95.8% | $10,007-95.2% | $11,425-95.8% |