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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 | $81,749-99.1% | $58,544-98.8% | $139,456-99.5% |
| Participation rate | 6.3% | 61.3%-55.1pp | 50.9%-44.6pp | 80.3%-74.1pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $38 | $1,398-97.3% | $1,053-96.4% | $4,753-99.2% |
| Participant deferral / active EE | $73 | $2,555-97.1% | $1,923-96.2% | $6,711-98.9% |
| Admin fee / account holder | $1,218 | $3,272-62.8% | $2,520-51.7% | $11,407-89.3% |