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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 | $9,206 | $138,114-93.3% | $125,391-92.7% | $134,545-93.2% |
| Participation rate | 26.7% | 84.5%-57.8pp | 82.4%-55.7pp | 81.2%-54.6pp |
| Annual return | -16.85% | 750.88%-767.7pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,884 | $5,246-45.0% | $4,816-40.1% | $4,742-39.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,940 | $11,570-5.4% | $10,009+9.3% | $11,431-4.3% |