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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 | $185,312-99.1% | $161,489-99.0% | $154,746-98.9% |
| Participation rate | 11.1% | 82.5%-71.4pp | 78.7%-67.6pp | 80.7%-69.6pp |
| Annual return | 0.00% | 103.84%-103.8pp | 89.72%-89.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $454 | $6,350-92.9% | $5,630-91.9% | $6,730-93.3% |
| Admin fee / account holder | $2,872 | $18,654-84.6% | $16,006-82.1% | $14,365-80.0% |