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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 | $2,293 | $96,419-97.6% | $80,648-97.2% | $139,487-98.4% |
| Participation rate | 16.7% | 73.6%-57.0pp | 67.0%-50.3pp | 80.3%-63.7pp |
| Annual return | 112.57% | 1352.86%-1240.3pp | 937.21%-824.6pp | 373.84%-261.3pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $32 | $5,225-99.4% | $4,443-99.3% | $6,713-99.5% |
| Admin fee / account holder | $4,949 | $6,605-25.1% | $5,382-8.0% | $11,407-56.6% |