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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 | $555 | $88,702-99.4% | $81,780-99.3% | $145,978-99.6% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 0.00% | 1029.12%-1029.1pp | 776.27%-776.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $396 | $4,645-91.5% | $4,321-90.8% | $6,690-94.1% |
| Admin fee / account holder | $318 | $8,414-96.2% | $7,384-95.7% | $13,400-97.6% |