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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 | $30 | $102,663-100.0% | $86,216-100.0% | $139,466-100.0% |
| Participation rate | 11.1% | 74.5%-63.4pp | 69.0%-57.8pp | 80.3%-69.2pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $40 | $4,677-99.2% | $3,986-99.0% | $6,712-99.4% |
| Admin fee / account holder | $321 | $8,663-96.3% | $6,853-95.3% | $11,409-97.2% |