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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 | $7,897 | $99,647-92.1% | $86,439-90.9% | $134,509-94.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,579 | $4,401-64.1% | $3,769-58.1% | $4,741-66.7% |
| Participant deferral / active EE | $1,973 | $7,246-72.8% | $6,952-71.6% | $6,400-69.2% |
| Admin fee / account holder | $371 | $8,373-95.6% | $6,732-94.5% | $11,427-96.8% |