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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 | $5,701 | $97,759-94.2% | $83,849-93.2% | $135,377-95.8% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -9.11% | 1287.41%-1296.5pp | 850.91%-860.0pp | 519.75%-528.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $977 | $4,682-79.1% | $4,082-76.1% | $5,609-82.6% |
| Admin fee / account holder | $466 | $6,674-93.0% | $5,478-91.5% | $10,828-95.7% |