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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 | $669 | $102,385-99.3% | $147,080-99.5% | $80,935-99.2% |
| Participation rate | 4.4% | 75.9%-71.5pp | 82.2%-77.8pp | 67.7%-63.3pp |
| Annual return | 12.51% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $46 | $6,651-99.3% | $8,066-99.4% | $4,299-98.9% |
| Admin fee / account holder | $1,273 | $7,951-84.0% | $12,989-90.2% | $6,924-81.6% |