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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 | $258 | $106,236-99.8% | $96,496-99.7% | $139,427-99.8% |
| Participation rate | 6.7% | 77.8%-71.2pp | 74.3%-67.7pp | 80.3%-73.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.70%-35.7pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,738-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $644 | $5,455-88.2% | $4,879-86.8% | $6,711-90.4% |
| Admin fee / account holder | $4,583 | $7,879-41.8% | $6,731-31.9% | $11,404-59.8% |