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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 | $3,806 | $49,897-92.4% | $80,648-95.3% | $75,177-94.9% |
| Participation rate | 6.8% | 55.3%-48.5pp | 67.0%-60.2pp | 67.2%-60.4pp |
| Annual return | 0.00% | 34.68%-34.7pp | 937.21%-937.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $292 | $2,992-90.2% | $4,443-93.4% | $4,126-92.9% |
| Admin fee / account holder | $847 | $3,579-76.3% | $5,382-84.3% | $5,651-85.0% |