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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 | $2,100 | $210,698-99.0% | $178,014-98.8% | $145,959-98.6% |
| Participation rate | 53.3% | 80.8%-27.4pp | 77.1%-23.8pp | 80.3%-27.0pp |
| Annual return | 0.00% | 386.27%-386.3pp | 294.80%-294.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $654 | $4,567-85.7% | $3,950-83.5% | $4,661-86.0% |
| Participant deferral / active EE | $740 | $6,958-89.4% | $6,276-88.2% | $6,689-88.9% |
| Admin fee / account holder | $304 | $12,016-97.5% | $10,362-97.1% | $13,398-97.7% |