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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 | $62 | $114,130-99.9% | $96,192-99.9% | $167,553-100.0% |
| Participation rate | 6.3% | 75.1%-68.8pp | 68.4%-62.2pp | 82.1%-75.9pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $47 | $5,198-99.1% | $4,351-98.9% | $6,343-99.3% |
| Admin fee / account holder | $712 | $6,901-89.7% | $5,539-87.1% | $12,316-94.2% |