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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 | $19,964 | $180,459-88.9% | $154,108-87.0% | $135,380-85.3% |
| Participation rate | 65.2% | 87.4%-22.2pp | 83.0%-17.8pp | 82.6%-17.4pp |
| Annual return | -4.41% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,286 | $5,806-77.8% | $5,081-74.7% | $5,609-77.1% |
| Admin fee / account holder | $3,573 | $16,145-77.9% | $13,411-73.4% | $10,828-67.0% |