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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 | $4,988 | $92,684-94.6% | $82,706-94.0% | $134,509-96.3% |
| Participation rate | 21.7% | 75.2%-53.5pp | 72.6%-50.8pp | 81.2%-59.5pp |
| Annual return | -3.00% | 945.84%-948.8pp | 701.76%-704.8pp | 418.13%-421.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $335 | $4,800-93.0% | $4,394-92.4% | $6,400-94.8% |
| Admin fee / account holder | $3,588 | $5,982-40.0% | $5,329-32.7% | $11,427-68.6% |