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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 | $14,537 | $138,114-89.5% | $125,391-88.4% | $134,545-89.2% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | -17.04% | 750.88%-767.9pp | 572.41%-589.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $997 | $5,246-81.0% | $4,816-79.3% | $4,742-79.0% |
| Participant deferral / active EE | $1,274 | $7,801-83.7% | $7,448-82.9% | $6,401-80.1% |
| Admin fee / account holder | $491 | $11,570-95.8% | $10,009-95.1% | $11,431-95.7% |