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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 | $1,565 | $97,729-98.4% | $83,830-98.1% | $135,379-98.8% |
| Participation rate | 30.0% | 80.0%-50.0pp | 76.1%-46.1pp | 82.6%-52.6pp |
| Annual return | -3.77% | 1287.52%-1291.3pp | 850.97%-854.7pp | 519.79%-523.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $438 | $4,683-90.6% | $4,082-89.3% | $5,609-92.2% |
| Admin fee / account holder | $1,979 | $6,674-70.3% | $5,479-63.9% | $10,828-81.7% |