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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 | $10,752 | $75,962-85.8% | $154,108-93.0% | $64,173-83.2% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | -6.02% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $195 | $3,175-93.8% | $5,081-96.2% | $3,470-94.4% |
| Admin fee / account holder | $3,296 | $5,589-41.0% | $13,411-75.4% | $4,887-32.6% |