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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 | $28,069 | $180,462-84.4% | $154,111-81.8% | $135,379-79.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.42% | 888.17%-893.6pp | 735.18%-740.6pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,392 | $6,036-76.9% | $5,298-73.7% | $4,779-70.9% |
| Participant deferral / active EE | $1,748 | $5,806-69.9% | $5,081-65.6% | $5,609-68.8% |
| Admin fee / account holder | $7,335 | $16,145-54.6% | $13,411-45.3% | $10,828-32.3% |