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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 | $730 | $93,117-99.2% | $77,096-99.1% | $134,532-99.5% |
| Participation rate | 47.1% | 74.5%-27.4pp | 67.9%-20.9pp | 81.2%-34.2pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $420 | $3,420-87.7% | $2,814-85.1% | $4,741-91.1% |
| Participant deferral / active EE | $576 | $5,241-89.0% | $4,429-87.0% | $6,401-91.0% |
| Admin fee / account holder | $524 | $6,948-92.5% | $5,428-90.4% | $11,429-95.4% |