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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 | $69,118-99.8% | $53,647-99.7% | $138,895-99.9% |
| Participation rate | 9.1% | 64.0%-54.9pp | 56.3%-47.2pp | 79.9%-70.8pp |
| Annual return | 0.00% | 248.26%-248.3pp | 358.33%-358.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $60 | $2,274-97.3% | $1,813-96.7% | $6,396-99.1% |
| Admin fee / account holder | $551 | $2,724-79.8% | $2,460-77.6% | $12,562-95.6% |