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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 | $2,575 | $92,684-97.2% | $82,706-96.9% | $134,509-98.1% |
| Participation rate | 8.3% | 75.2%-66.9pp | 72.6%-64.2pp | 81.2%-72.9pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $576 | $4,800-88.0% | $4,394-86.9% | $6,400-91.0% |
| Admin fee / account holder | $4,217 | $5,982-29.5% | $5,329-20.9% | $11,427-63.1% |