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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 | $124 | $100,772-99.9% | $86,690-99.9% | $134,493-99.9% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -8.07% | 29.06%-37.1pp | 35.93%-44.0pp | 418.01%-426.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,003 | $5,338-81.2% | $4,656-78.5% | $6,400-84.3% |
| Admin fee / account holder | $580,758 | $10,920+5218.4% | $7,490+7653.9% | $11,425+4983.3% |