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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 | $16,465 | $168,635-90.2% | $147,617-88.8% | $125,389-86.9% |
| Participation rate | 53.3% | 88.8%-35.4pp | 84.6%-31.3pp | 83.2%-29.9pp |
| Annual return | -0.05% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,642 | $6,252-57.7% | $5,564-52.5% | $4,866-45.7% |
| Participant deferral / active EE | $60 | $5,507-98.9% | $4,895-98.8% | $5,352-98.9% |
| Admin fee / account holder | $7,927 | $13,580-41.6% | $11,612-31.7% | $9,541-16.9% |