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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 | $699 | $109,372-99.4% | $89,414-99.2% | $158,966-99.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $459 | $3,171-85.5% | $2,586-82.3% | $4,762-90.4% |
| Participant deferral / active EE | $516 | $4,598-88.8% | $3,890-86.7% | $5,983-91.4% |
| Admin fee / account holder | $947 | $6,156-84.6% | $4,883-80.6% | $11,250-91.6% |