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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 | $683 | $27,936-97.6% | $58,561-98.8% | $75,173-99.1% |
| Participation rate | 4.8% | 38.8%-34.1pp | 50.9%-46.1pp | 67.2%-62.4pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $89 | $1,202-92.6% | $1,923-95.4% | $4,126-97.9% |
| Admin fee / account holder | $545 | $1,727-68.4% | $2,520-78.4% | $5,651-90.3% |