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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 | $1,674 | $181,062-99.1% | $158,223-98.9% | $155,188-98.9% |
| Participation rate | 11.1% | 82.7%-71.5pp | 79.2%-68.1pp | 80.8%-69.7pp |
| Annual return | 0.00% | 57.39%-57.4pp | 52.09%-52.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $454 | $6,134-92.6% | $5,467-91.7% | $6,531-93.1% |
| Admin fee / account holder | $2,872 | $18,825-84.7% | $16,047-82.1% | $14,480-80.2% |