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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 | $922 | $39,798-97.7% | $67,704-98.6% | $59,633-98.5% |
| Participation rate | 0.0% | 57.4%-57.4pp | 67.5%-67.5pp | 68.7%-68.7pp |
| Annual return | 1.90% | 89.94%-88.0pp | 25.41%-23.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $122 | $2,335-94.8% | $3,585-96.6% | $3,192-96.2% |
| Admin fee / account holder | $37,496 | $3,212+1067.4% | $4,255+781.2% | $4,297+772.6% |