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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 | $1,357 | $176,077-99.2% | $159,455-99.1% | $167,518-99.2% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,046 | $5,298-80.3% | $4,830-78.3% | $4,838-78.4% |
| Participant deferral / active EE | $1,307 | $7,751-83.1% | $7,353-82.2% | $6,342-79.4% |
| Admin fee / account holder | $1,027 | $12,556-91.8% | $10,800-90.5% | $12,312-91.7% |