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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 | $689 | $150,346-99.5% | $120,524-99.4% | $145,877-99.5% |
| Participation rate | 14.3% | 78.8%-64.5pp | 71.9%-57.6pp | 80.3%-66.0pp |
| Annual return | 0.00% | 154.40%-154.4pp | 107.36%-107.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $276 | $6,172-95.5% | $4,994-94.5% | $6,691-95.9% |
| Admin fee / account holder | $304 | $12,215-97.5% | $9,440-96.8% | $13,402-97.7% |