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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 | $637 | $125,778-99.5% | $114,563-99.4% | $154,746-99.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 0.00% | 295.14%-295.1pp | 241.09%-241.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $400 | $2,806-85.8% | $2,592-84.6% | $4,379-90.9% |
| Participant deferral / active EE | $406 | $4,445-90.9% | $4,142-90.2% | $6,730-94.0% |
| Admin fee / account holder | $1,095 | $8,190-86.6% | $7,623-85.6% | $14,365-92.4% |