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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 | $2,481 | $96,643-97.4% | $86,617-97.1% | $139,456-98.2% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 18.37% | 106.57%-88.2pp | 591.91%-573.5pp | 373.45%-355.1pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $319 | $4,835-93.4% | $4,437-92.8% | $6,711-95.3% |
| Admin fee / account holder | $6,880 | $6,406+7.4% | $5,613+22.6% | $11,407-39.7% |