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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 | $15,658 | $135,645-88.5% | $110,243-85.8% | $135,380-88.4% |
| Participation rate | 46.2% | 83.5%-37.3pp | 79.8%-33.7pp | 82.6%-36.5pp |
| Annual return | -4.36% | 513.24%-517.6pp | 314.76%-319.1pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,056 | $5,507-80.8% | $4,672-77.4% | $5,609-81.2% |
| Admin fee / account holder | $18,606 | $11,458+62.4% | $8,548+117.7% | $10,828+71.8% |