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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 | $68 | $28,624-99.8% | $53,647-99.9% | $82,637-99.9% |
| Participation rate | 2.7% | 47.3%-44.5pp | 56.3%-53.5pp | 68.1%-65.3pp |
| Annual return | 16.87% | 664.98%-648.1pp | 358.33%-341.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2 | $1,196-99.8% | $1,813-99.9% | $4,126-99.9% |
| Admin fee / account holder | $786 | $2,022-61.1% | $2,460-68.1% | $7,339-89.3% |