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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 | $6,977 | $180,462-96.1% | $154,111-95.5% | $135,379-94.8% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -7.87% | 888.17%-896.0pp | 735.18%-743.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $378 | $5,806-93.5% | $5,081-92.6% | $5,609-93.3% |
| Admin fee / account holder | $1,576 | $16,145-90.2% | $13,411-88.3% | $10,828-85.4% |