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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 | $2,946 | $138,114-97.9% | $125,391-97.7% | $134,545-97.8% |
| Participation rate | 13.3% | 84.5%-71.2pp | 82.4%-69.1pp | 81.2%-67.9pp |
| Annual return | -4.83% | 750.88%-755.7pp | 572.41%-577.2pp | 418.37%-423.2pp |
| Employer contribution / active EE | $1,747 | $5,246-66.7% | $4,816-63.7% | $4,742-63.2% |
| Participant deferral / active EE | $2,067 | $7,801-73.5% | $7,448-72.3% | $6,401-67.7% |
| Admin fee / account holder | $625,519 | $11,570+5306.3% | $10,009+6149.8% | $11,431+5372.3% |