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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 | $13,440 | $180,466-92.6% | $154,114-91.3% | $135,382-90.1% |
| Participation rate | 36.4% | 87.4%-51.1pp | 83.0%-46.7pp | 82.6%-46.3pp |
| Annual return | -6.97% | 888.15%-895.1pp | 735.16%-742.1pp | 519.77%-526.7pp |
| Employer contribution / active EE | $1,870 | $6,035-69.0% | $5,298-64.7% | $4,779-60.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,353 | $16,144-85.4% | $13,411-82.5% | $10,829-78.3% |