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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 | $5,315 | $90,607-94.1% | $79,467-93.3% | $135,380-96.1% |
| Participation rate | 30.4% | 76.0%-45.6pp | 73.3%-42.9pp | 82.6%-52.2pp |
| Annual return | -5.38% | 977.74%-983.1pp | 718.30%-723.7pp | 519.81%-525.2pp |
| Employer contribution / active EE | $181 | $3,068-94.1% | $2,800-93.5% | $4,779-96.2% |
| Participant deferral / active EE | $289 | $4,050-92.9% | $3,704-92.2% | $5,609-94.8% |
| Admin fee / account holder | $385 | $5,895-93.5% | $5,104-92.4% | $10,828-96.4% |