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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 | $3,084 | $90,606-96.6% | $79,466-96.1% | $135,379-97.7% |
| Participation rate | 47.8% | 76.0%-28.2pp | 73.3%-25.5pp | 82.6%-34.8pp |
| Annual return | -7.78% | 977.69%-985.5pp | 718.28%-726.1pp | 519.79%-527.6pp |
| Employer contribution / active EE | $275 | $3,068-91.0% | $2,800-90.2% | $4,779-94.3% |
| Participant deferral / active EE | $439 | $4,050-89.2% | $3,704-88.1% | $5,609-92.2% |
| Admin fee / account holder | $596 | $5,895-89.9% | $5,104-88.3% | $10,828-94.5% |