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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 | $3,117 | $96,361-96.8% | $80,607-96.1% | $139,456-97.8% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $530 | $3,262-83.8% | $2,724-80.6% | $4,753-88.9% |
| Participant deferral / active EE | $825 | $5,232-84.2% | $4,448-81.5% | $6,711-87.7% |
| Admin fee / account holder | $788 | $6,601-88.1% | $5,379-85.4% | $11,407-93.1% |