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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 | $6,657 | $84,685-92.1% | $73,836-91.0% | $125,389-94.7% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -2.99% | 3123.80%-3126.8pp | 2268.06%-2271.0pp | 282.24%-285.2pp |
| Employer contribution / active EE | $522 | $3,123-83.3% | $2,787-81.3% | $4,866-89.3% |
| Participant deferral / active EE | $522 | $3,993-86.9% | $3,583-85.4% | $5,352-90.2% |
| Admin fee / account holder | $2,462 | $5,694-56.8% | $4,882-49.6% | $9,541-74.2% |