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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 | $815 | $84,551-99.0% | $61,452-98.7% | $134,532-99.4% |
| Participation rate | 10.0% | 62.2%-52.2pp | 52.6%-42.6pp | 81.2%-71.2pp |
| Annual return | -14.32% | 585.39%-599.7pp | 338.96%-353.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $87 | $2,818-96.9% | $2,125-95.9% | $6,401-98.6% |
| Admin fee / account holder | $1,301 | $2,587-49.7% | $2,131-38.9% | $11,429-88.6% |