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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 | $2,192 | $129,737-98.3% | $119,126-98.2% | $154,746-98.6% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $983 | $4,375-77.5% | $4,034-75.6% | $4,379-77.6% |
| Participant deferral / active EE | $983 | $5,842-83.2% | $5,318-81.5% | $6,730-85.4% |
| Admin fee / account holder | $705 | $11,961-94.1% | $10,693-93.4% | $14,365-95.1% |