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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 | $6,317 | $197,819-96.8% | $155,789-95.9% | $125,389-95.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -2.49% | 86.73%-89.2pp | 71.54%-74.0pp | 282.24%-284.7pp |
| Employer contribution / active EE | $558 | $4,850-88.5% | $3,839-85.5% | $4,866-88.5% |
| Participant deferral / active EE | $563 | $5,631-90.0% | $4,798-88.3% | $5,352-89.5% |
| Admin fee / account holder | $1,113 | $9,544-88.3% | $7,477-85.1% | $9,541-88.3% |