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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 | $11,084 | $97,732-88.7% | $83,831-86.8% | $135,380-91.8% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -8.65% | 1287.56%-1296.2pp | 850.99%-859.6pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,723 | $4,222-59.2% | $3,631-52.6% | $4,779-63.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $866 | $6,675-87.0% | $5,479-84.2% | $10,828-92.0% |