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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 | $14,517 | $138,114-89.5% | $125,391-88.4% | $134,545-89.2% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.1pp |
| Annual return | -14.22% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $303 | $7,801-96.1% | $7,448-95.9% | $6,401-95.3% |
| Admin fee / account holder | $1,816 | $11,570-84.3% | $10,009-81.9% | $11,431-84.1% |