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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 | $9,003 | $90,606-90.1% | $79,466-88.7% | $135,379-93.3% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -5.20% | 977.69%-982.9pp | 718.28%-723.5pp | 519.79%-525.0pp |
| Employer contribution / active EE | $5,824 | $3,068+89.8% | $2,800+108.0% | $4,779+21.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,169 | $5,895-63.2% | $5,104-57.5% | $10,828-80.0% |