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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 | $9,933 | $138,075-92.8% | $123,552-92.0% | $135,379-92.7% |
| Participation rate | 31.3% | 84.7%-53.5pp | 82.3%-51.0pp | 82.6%-51.4pp |
| Annual return | -5.57% | 153.70%-159.3pp | 119.20%-124.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,655 | $6,800-75.7% | $6,426-74.2% | $5,609-70.5% |
| Admin fee / account holder | $8,701 | $10,917-20.3% | $9,285-6.3% | $10,828-19.6% |