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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 | $164 | $94,439-99.8% | $73,658-99.8% | $154,746-99.9% |
| Participation rate | 9.1% | 64.7%-55.6pp | 57.0%-47.9pp | 80.7%-71.6pp |
| Annual return | 0.00% | 28.25%-28.3pp | 29.72%-29.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $60 | $2,527-97.6% | $2,062-97.1% | $6,730-99.1% |
| Admin fee / account holder | $551 | $3,843-85.7% | $3,357-83.6% | $14,365-96.2% |