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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 | $5,262 | $92,766-94.3% | $82,763-93.6% | $134,545-96.1% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -17.95% | 946.97%-964.9pp | 702.45%-720.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $3,824 | $3,273+16.8% | $3,008+27.1% | $4,742-19.4% |
| Participant deferral / active EE | $243 | $4,802-94.9% | $4,395-94.5% | $6,401-96.2% |
| Admin fee / account holder | $6,609 | $5,978+10.6% | $5,325+24.1% | $11,431-42.2% |