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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 | $1,948 | $72,446-97.3% | $67,561-97.1% | $145,877-98.7% |
| Participation rate | 15.0% | 76.9%-61.9pp | 72.9%-57.9pp | 80.3%-65.3pp |
| Annual return | 0.00% | 7211.98%-7212.0pp | 3525.44%-3525.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $260 | $4,785-94.6% | $4,003-93.5% | $6,691-96.1% |
| Admin fee / account holder | $714 | $5,541-87.1% | $4,006-82.2% | $13,402-94.7% |