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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 | $10,946 | $160,059-93.2% | $140,019-92.2% | $135,380-91.9% |
| Participation rate | 46.7% | 88.5%-41.9pp | 87.5%-40.8pp | 82.6%-36.0pp |
| Annual return | -2.31% | 911.48%-913.8pp | 651.17%-653.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $524 | $7,641-93.1% | $6,927-92.4% | $5,609-90.7% |
| Admin fee / account holder | $13,429 | $13,328+0.8% | $10,705+25.4% | $10,828+24.0% |