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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 | $1,969 | $106,918-98.2% | $84,021-97.7% | $152,897-98.7% |
| Participation rate | 15.4% | 75.2%-59.9pp | 69.0%-53.6pp | 82.5%-67.1pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $367 | $4,012-90.9% | $3,239-88.7% | $5,851-93.7% |
| Admin fee / account holder | $483 | $8,288-94.2% | $6,102-92.1% | $11,599-95.8% |