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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 | $7,625 | $168,635-95.5% | $147,617-94.8% | $125,389-93.9% |
| Participation rate | 47.6% | 88.8%-41.1pp | 84.6%-37.0pp | 83.2%-35.6pp |
| Annual return | -1.15% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,326 | $6,252-78.8% | $5,564-76.2% | $4,866-72.8% |
| Participant deferral / active EE | $964 | $5,507-82.5% | $4,895-80.3% | $5,352-82.0% |
| Admin fee / account holder | $729 | $13,580-94.6% | $11,612-93.7% | $9,541-92.4% |