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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 | $3,597 | $92,743-96.1% | $82,744-95.7% | $134,532-97.3% |
| Participation rate | 23.1% | 75.2%-52.1pp | 72.6%-49.5pp | 81.2%-58.2pp |
| Annual return | -20.68% | 946.63%-967.3pp | 702.22%-722.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $405 | $3,273-87.6% | $3,008-86.5% | $4,741-91.5% |
| Participant deferral / active EE | $607 | $4,802-87.3% | $4,395-86.2% | $6,401-90.5% |
| Admin fee / account holder | $26,618 | $5,977+345.3% | $5,325+399.9% | $11,429+132.9% |