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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 | $8,808 | $138,075-93.6% | $123,552-92.9% | $135,379-93.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.36% | 153.70%-157.1pp | 119.20%-122.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $726 | $6,800-89.3% | $6,426-88.7% | $5,609-87.1% |
| Admin fee / account holder | $8,341 | $10,917-23.6% | $9,285-10.2% | $10,828-23.0% |