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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 | $3,254 | $99,644-96.7% | $86,438-96.2% | $134,532-97.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $990 | $4,402-77.5% | $3,769-73.7% | $4,741-79.1% |
| Participant deferral / active EE | $1,349 | $7,247-81.4% | $6,952-80.6% | $6,401-78.9% |
| Admin fee / account holder | $1,290 | $8,375-84.6% | $6,733-80.8% | $11,429-88.7% |