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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 | $13,445 | $190,879-93.0% | $160,009-91.6% | $134,532-90.0% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.0%-40.5pp | 81.2%-43.7pp |
| Annual return | -17.96% | 552.63%-570.6pp | 408.85%-426.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,054 | $6,924-84.8% | $6,183-83.0% | $6,401-83.5% |
| Admin fee / account holder | $5,741 | $10,495-45.3% | $8,715-34.1% | $11,429-49.8% |