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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 | $4,741 | $90,607-94.8% | $79,467-94.0% | $135,380-96.5% |
| Participation rate | 55.0% | 76.0%-21.0pp | 73.3%-18.3pp | 82.6%-27.6pp |
| Annual return | -9.44% | 977.74%-987.2pp | 718.30%-727.7pp | 519.81%-529.2pp |
| Employer contribution / active EE | $85 | $3,068-97.2% | $2,800-97.0% | $4,779-98.2% |
| Participant deferral / active EE | $45 | $4,050-98.9% | $3,704-98.8% | $5,609-99.2% |
| Admin fee / account holder | $1,208 | $5,895-79.5% | $5,104-76.3% | $10,828-88.8% |