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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 | $11,771 | $180,459-93.5% | $154,108-92.4% | $135,380-91.3% |
| Participation rate | 47.4% | 87.4%-40.1pp | 83.0%-35.7pp | 82.6%-35.3pp |
| Annual return | -7.41% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $622 | $5,806-89.3% | $5,081-87.8% | $5,609-88.9% |
| Admin fee / account holder | $1,910 | $16,145-88.2% | $13,411-85.8% | $10,828-82.4% |