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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 | $7,670 | $160,059-95.2% | $140,019-94.5% | $135,380-94.3% |
| Participation rate | 23.1% | 88.5%-65.4pp | 87.5%-64.4pp | 82.6%-59.6pp |
| Annual return | -4.38% | 911.48%-915.9pp | 651.17%-655.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $507 | $7,641-93.4% | $6,927-92.7% | $5,609-91.0% |
| Admin fee / account holder | $3,375 | $13,328-74.7% | $10,705-68.5% | $10,828-68.8% |