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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 | $138,068-89.5% | $125,358-88.4% | $134,493-89.2% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | -17.04% | 750.30%-767.3pp | 572.03%-589.1pp | 418.01%-435.1pp |
| Employer contribution / active EE | $997 | $5,244-81.0% | $4,814-79.3% | $4,740-79.0% |
| Participant deferral / active EE | $1,274 | $7,799-83.7% | $7,447-82.9% | $6,400-80.1% |
| Admin fee / account holder | $491 | $11,568-95.8% | $10,007-95.1% | $11,425-95.7% |