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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 | $27,436 | $101,653-73.0% | $147,080-81.3% | $74,459-63.2% |
| Participation rate | 28.5% | 75.6%-47.1pp | 82.2%-53.7pp | 67.2%-38.8pp |
| Annual return | 0.00% | 8754.98%-8755.0pp | 420.17%-420.2pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $418 | $7,304-94.3% | $8,066-94.8% | $4,350-90.4% |
| Admin fee / account holder | $1,041 | $1,752-40.6% | $12,989-92.0% | $1,945-46.5% |