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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 | $601 | $84,551-99.3% | $61,452-99.0% | $134,532-99.6% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -15.96% | 585.39%-601.3pp | 338.96%-354.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $41 | $2,818-98.5% | $2,125-98.1% | $6,401-99.4% |
| Admin fee / account holder | $1,979 | $2,587-23.5% | $2,131-7.2% | $11,429-82.7% |