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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 | $469 | $61,125-99.2% | $94,057-99.5% | $87,485-99.5% |
| Participation rate | 7.9% | 64.1%-56.2pp | 73.3%-65.4pp | 68.9%-61.0pp |
| Annual return | 0.00% | 35.20%-35.2pp | 480.62%-480.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $99 | $3,260-97.0% | $4,709-97.9% | $4,274-97.7% |
| Admin fee / account holder | $860 | $5,629-84.7% | $7,244-88.1% | $7,775-88.9% |