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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 | $126,113-99.5% | $116,096-99.5% | $155,188-99.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 73.3%-23.3pp | 80.8%-30.8pp |
| Annual return | 0.00% | 391.72%-391.7pp | 326.25%-326.2pp | 148.84%-148.8pp |
| Employer contribution / active EE | $400 | $2,672-85.0% | $2,503-84.0% | $4,248-90.6% |
| Participant deferral / active EE | $406 | $4,162-90.2% | $3,952-89.7% | $6,531-93.8% |
| Admin fee / account holder | $1,095 | $8,045-86.4% | $7,704-85.8% | $14,480-92.4% |