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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 | $8,185 | $97,761-91.6% | $83,850-90.2% | $135,382-94.0% |
| Participation rate | 56.3% | 80.0%-23.7pp | 76.1%-19.9pp | 82.6%-26.4pp |
| Annual return | -4.68% | 1287.44%-1292.1pp | 850.92%-855.6pp | 519.77%-524.4pp |
| Employer contribution / active EE | $4,441 | $4,222+5.2% | $3,631+22.3% | $4,779-7.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,129 | $6,674-38.1% | $5,478-24.6% | $10,829-61.9% |