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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 | $2,439 | $99,011-97.5% | $86,582-97.2% | $147,586-98.3% |
| Participation rate | 36.8% | 76.3%-39.5pp | 73.5%-36.7pp | 82.8%-46.0pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $243 | $3,132-92.2% | $2,839-91.4% | $4,876-95.0% |
| Participant deferral / active EE | $293 | $3,972-92.6% | $3,609-91.9% | $5,439-94.6% |
| Admin fee / account holder | $423 | $5,709-92.6% | $4,904-91.4% | $10,886-96.1% |