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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 | $3,545 | $95,601-96.3% | $77,183-95.4% | $139,456-97.5% |
| Participation rate | 21.1% | 74.0%-52.9pp | 69.6%-48.5pp | 80.3%-59.3pp |
| Annual return | 0.00% | 54.96%-55.0pp | 37.89%-37.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $358 | $3,145-88.6% | $2,534-85.9% | $4,753-92.5% |
| Participant deferral / active EE | $661 | $4,623-85.7% | $3,833-82.8% | $6,711-90.2% |
| Admin fee / account holder | $642 | $8,302-92.3% | $5,475-88.3% | $11,407-94.4% |