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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 | $536 | $152,597-99.6% | $117,533-99.5% | $134,532-99.6% |
| Participation rate | 14.3% | 77.1%-62.8pp | 70.6%-56.3pp | 81.2%-66.9pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $161 | $4,821-96.7% | $4,072-96.0% | $6,401-97.5% |
| Admin fee / account holder | $568 | $7,007-91.9% | $5,647-89.9% | $11,429-95.0% |