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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 | $7,005 | $84,685-91.7% | $73,836-90.5% | $125,389-94.4% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -1.27% | 3123.80%-3125.1pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $434 | $3,123-86.1% | $2,787-84.4% | $4,866-91.1% |
| Participant deferral / active EE | $557 | $3,993-86.0% | $3,583-84.4% | $5,352-89.6% |
| Admin fee / account holder | $6,042 | $5,694+6.1% | $4,882+23.8% | $9,541-36.7% |