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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 | $14,506 | $138,075-89.5% | $123,552-88.3% | $135,379-89.3% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -6.86% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,766 | $5,152-65.7% | $4,628-61.8% | $4,779-63.0% |
| Participant deferral / active EE | $2,207 | $6,800-67.5% | $6,426-65.6% | $5,609-60.6% |
| Admin fee / account holder | $1,786 | $10,917-83.6% | $9,285-80.8% | $10,828-83.5% |