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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 | $12,128 | $197,819-93.9% | $155,789-92.2% | $125,389-90.3% |
| Participation rate | 38.5% | 82.1%-43.6pp | 76.1%-37.6pp | 83.2%-44.7pp |
| Annual return | -2.19% | 86.73%-88.9pp | 71.54%-73.7pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $344 | $5,631-93.9% | $4,798-92.8% | $5,352-93.6% |
| Admin fee / account holder | $2,202 | $9,544-76.9% | $7,477-70.6% | $9,541-76.9% |