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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 | $4,903 | $26,140-81.2% | $58,507-91.6% | $74,473-93.4% |
| Participation rate | 0.0% | 32.1%-32.1pp | 50.9%-50.9pp | 70.7%-70.7pp |
| Annual return | 15.88% | 32.51%-16.6pp | 4252.32%-4236.4pp | 34.36%-18.5pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,053-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $124 | $1,075-88.5% | $1,922-93.6% | $4,530-97.3% |
| Admin fee / account holder | $2,420 | $652+271.4% | $2,486-2.6% | $347+597.4% |