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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 | $3,933 | $99,644-96.1% | $86,438-95.4% | $134,532-97.1% |
| Participation rate | 52.4% | 82.1%-29.7pp | 80.3%-27.9pp | 81.2%-28.8pp |
| Annual return | -19.56% | 6787.26%-6806.8pp | 4397.19%-4416.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,230 | $7,247-83.0% | $6,952-82.3% | $6,401-80.8% |
| Admin fee / account holder | $686 | $8,375-91.8% | $6,733-89.8% | $11,429-94.0% |