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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 | $805 | $148,558-99.5% | $135,925-99.4% | $139,427-99.4% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 0.00% | 79.22%-79.2pp | 68.25%-68.3pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $784 | $8,101-90.3% | $7,759-89.9% | $6,711-88.3% |
| Admin fee / account holder | $321 | $12,401-97.4% | $10,764-97.0% | $11,404-97.2% |