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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 | $2,068 | $111,535-98.1% | $105,223-98.0% | $137,256-98.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $851 | $3,939-78.4% | $3,689-76.9% | $4,156-79.5% |
| Participant deferral / active EE | $1,161 | $5,500-78.9% | $5,072-77.1% | $6,407-81.9% |
| Admin fee / account holder | $396 | $9,721-95.9% | $8,859-95.5% | $12,270-96.8% |