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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 | $1,209 | $95,188-98.7% | $76,518-98.4% | $135,380-99.1% |
| Participation rate | 0.0% | 74.4%-74.4pp | 68.0%-68.0pp | 82.6%-82.6pp |
| Annual return | -0.64% | 4.85%-5.5pp | -0.27%-0.4pp | 519.81%-520.4pp |
| Employer contribution / active EE | $260 | $3,303-92.1% | $2,647-90.2% | $4,779-94.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,236 | $6,249+191.8% | $4,849+276.1% | $10,828+68.4% |