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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 | $4,876 | $90,606-94.6% | $79,466-93.9% | $135,379-96.4% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -6.13% | 977.69%-983.8pp | 718.28%-724.4pp | 519.79%-525.9pp |
| Employer contribution / active EE | $61 | $3,068-98.0% | $2,800-97.8% | $4,779-98.7% |
| Participant deferral / active EE | $217 | $4,050-94.6% | $3,704-94.1% | $5,609-96.1% |
| Admin fee / account holder | $534 | $5,895-90.9% | $5,104-89.5% | $10,828-95.1% |