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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 | $702 | $73,787-99.0% | $98,716-99.3% | $82,448-99.1% |
| Participation rate | 0.0% | 61.4%-61.4pp | 69.3%-69.3pp | 68.1%-68.1pp |
| Annual return | 22.31% | 18.57%+3.7pp | 31.81%-9.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $352 | $3,081-88.6% | $4,048-91.3% | $4,139-91.5% |
| Admin fee / account holder | $41,418 | $6,500+537.2% | $8,703+375.9% | $7,234+472.5% |