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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 | $9,574 | $135,645-92.9% | $110,243-91.3% | $135,380-92.9% |
| Participation rate | 20.0% | 83.5%-63.5pp | 79.8%-59.8pp | 82.6%-62.6pp |
| Annual return | -6.57% | 513.24%-519.8pp | 314.76%-321.3pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $922 | $5,507-83.3% | $4,672-80.3% | $5,609-83.6% |
| Admin fee / account holder | $4,499 | $11,458-60.7% | $8,548-47.4% | $10,828-58.4% |