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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 | $2,434 | $108,942-97.8% | $100,415-97.6% | $145,897-98.3% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 0.00% | 58.27%-58.3pp | 49.47%-49.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,458 | $4,422-67.0% | $3,943-63.0% | $4,663-68.7% |
| Participant deferral / active EE | $1,585 | $8,461-81.3% | $8,091-80.4% | $6,689-76.3% |
| Admin fee / account holder | $723 | $9,702-92.5% | $7,906-90.8% | $13,390-94.6% |