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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 | $76,834-99.1% | $108,359-99.4% | $87,485-99.2% |
| Participation rate | 0.0% | 61.7%-61.7pp | 70.1%-70.1pp | 68.9%-68.9pp |
| Annual return | 22.31% | 19.09%+3.2pp | 36.89%-14.6pp | 26.06%-3.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $352 | $3,100-88.7% | $4,137-91.5% | $4,274-91.8% |
| Admin fee / account holder | $41,418 | $6,537+533.6% | $9,741+325.2% | $7,775+432.7% |