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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 | $915 | $91,525-99.0% | $130,026-99.3% | $75,181-98.8% |
| Participation rate | 7.2% | 71.4%-64.2pp | 78.5%-71.2pp | 67.2%-60.0pp |
| Annual return | 0.00% | -631.40%+631.4pp | -137.26%+137.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $152 | $4,342-96.5% | $5,821-97.4% | $4,126-96.3% |
| Admin fee / account holder | $690 | $6,778-89.8% | $10,608-93.5% | $5,650-87.8% |