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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 | $19,003 | $160,059-88.1% | $140,019-86.4% | $135,380-86.0% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.5%-31.9pp | 82.6%-27.1pp |
| Annual return | -6.59% | 911.48%-918.1pp | 651.17%-657.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,479 | $7,641-67.6% | $6,927-64.2% | $5,609-55.8% |
| Admin fee / account holder | $3,066 | $13,328-77.0% | $10,705-71.4% | $10,828-71.7% |