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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 | $763 | $29,670-97.4% | $56,054-98.6% | $80,911-99.1% |
| Participation rate | 2.7% | 41.7%-39.0pp | 52.5%-49.8pp | 67.6%-64.9pp |
| Annual return | 10.64% | 35.24%-24.6pp | 1705.95%-1695.3pp | 35.63%-25.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $57 | $1,227-95.3% | $1,952-97.1% | $4,297-98.7% |
| Admin fee / account holder | $3,332 | $2,431+37.1% | $2,822+18.1% | $6,935-51.9% |