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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 | $725 | $29,736-97.6% | $56,033-98.7% | $80,935-99.1% |
| Participation rate | 8.3% | 41.7%-33.4pp | 52.5%-44.2pp | 67.7%-59.3pp |
| Annual return | 12.44% | 35.28%-22.8pp | 1711.38%-1698.9pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $88 | $1,228-92.9% | $1,954-95.5% | $4,299-98.0% |
| Admin fee / account holder | $7,623 | $2,434+213.2% | $2,827+169.6% | $6,924+10.1% |