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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 | $18,061 | $180,459-90.0% | $154,108-88.3% | $135,380-86.7% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -3.07% | 888.21%-891.3pp | 735.21%-738.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,968 | $5,806-66.1% | $5,081-61.3% | $5,609-64.9% |
| Admin fee / account holder | $11,630 | $16,145-28.0% | $13,411-13.3% | $10,828+7.4% |