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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 | $2,883 | $180,459-98.4% | $154,108-98.1% | $135,380-97.9% |
| Participation rate | 16.7% | 87.4%-70.8pp | 83.0%-66.4pp | 82.6%-66.0pp |
| Annual return | -1.43% | 888.21%-889.6pp | 735.21%-736.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $142 | $5,806-97.6% | $5,081-97.2% | $5,609-97.5% |
| Admin fee / account holder | $45,466 | $16,145+181.6% | $13,411+239.0% | $10,828+319.9% |