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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 | $20,635 | $180,466-88.6% | $154,114-86.6% | $135,382-84.8% |
| Participation rate | 21.4% | 87.4%-66.0pp | 83.0%-61.6pp | 82.6%-61.2pp |
| Annual return | -7.93% | 888.15%-896.1pp | 735.16%-743.1pp | 519.77%-527.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,278 | $5,806-78.0% | $5,081-74.8% | $5,609-77.2% |
| Admin fee / account holder | $7,103 | $16,144-56.0% | $13,411-47.0% | $10,829-34.4% |