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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 | $11,923 | $138,102-91.4% | $125,381-90.5% | $134,532-91.1% |
| Participation rate | 34.8% | 84.5%-49.7pp | 82.4%-47.6pp | 81.2%-46.4pp |
| Annual return | -15.02% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,144 | $7,801-85.3% | $7,448-84.6% | $6,401-82.1% |
| Admin fee / account holder | $9,718 | $11,568-16.0% | $10,007-2.9% | $11,429-15.0% |