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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 | $8,008 | $190,916-95.8% | $160,037-95.0% | $134,545-94.0% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.0%-48.0pp | 81.2%-51.2pp |
| Annual return | -17.77% | 552.79%-570.6pp | 408.95%-426.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $278 | $6,925-96.0% | $6,184-95.5% | $6,401-95.7% |
| Admin fee / account holder | $1,438 | $10,497-86.3% | $8,716-83.5% | $11,431-87.4% |