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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 | $2,572 | $65,566-96.1% | $86,235-97.0% | $75,177-96.6% |
| Participation rate | 10.0% | 60.5%-50.5pp | 69.0%-59.0pp | 67.2%-57.2pp |
| Annual return | 0.00% | 46.07%-46.1pp | 1170.03%-1170.0pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $316 | $3,023-89.5% | $3,987-92.1% | $4,126-92.3% |
| Admin fee / account holder | $843 | $5,470-84.6% | $6,856-87.7% | $5,651-85.1% |