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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 | $2,672 | $160,059-98.3% | $140,019-98.1% | $135,379-98.0% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.5%-67.5pp | 82.6%-62.6pp |
| Annual return | -6.00% | 911.44%-917.4pp | 651.15%-657.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $702 | $7,641-90.8% | $6,927-89.9% | $5,609-87.5% |
| Admin fee / account holder | $2,534 | $13,328-81.0% | $10,705-76.3% | $10,828-76.6% |