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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 | $1,266 | $133,981-99.1% | $112,249-98.9% | $134,532-99.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,005 | $4,040-75.1% | $3,636-72.4% | $4,741-78.8% |
| Participant deferral / active EE | $1,112 | $5,292-79.0% | $4,729-76.5% | $6,401-82.6% |
| Admin fee / account holder | $336 | $7,492-95.5% | $6,412-94.8% | $11,429-97.1% |