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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 | $4,392 | $39,798-89.0% | $67,704-93.5% | $59,633-92.6% |
| Participation rate | 3.7% | 57.4%-53.7pp | 67.5%-63.8pp | 68.7%-65.0pp |
| Annual return | -2.23% | 89.94%-92.2pp | 25.41%-27.6pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $181 | $2,335-92.3% | $3,585-95.0% | $3,192-94.3% |
| Admin fee / account holder | $324 | $3,212-89.9% | $4,255-92.4% | $4,297-92.5% |