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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 | $3,169 | $138,114-97.7% | $125,391-97.5% | $134,545-97.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,459 | $5,246-72.2% | $4,816-69.7% | $4,742-69.2% |
| Participant deferral / active EE | $1,801 | $7,801-76.9% | $7,448-75.8% | $6,401-71.9% |
| Admin fee / account holder | $1,026 | $11,570-91.1% | $10,009-89.8% | $11,431-91.0% |