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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 | $49,976-99.1% | $66,674-99.3% | $82,637-99.4% |
| Participation rate | 7.9% | 63.1%-55.2pp | 73.7%-65.8pp | 68.1%-60.2pp |
| Annual return | 0.00% | 39.09%-39.1pp | 321.24%-321.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $99 | $2,847-96.5% | $4,084-97.6% | $4,126-97.6% |
| Admin fee / account holder | $860 | $4,594-81.3% | $5,098-83.1% | $7,339-88.3% |