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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 | $10,268 | $138,076-92.6% | $123,553-91.7% | $135,380-92.4% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | -7.55% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,374 | $5,152-73.3% | $4,628-70.3% | $4,779-71.3% |
| Participant deferral / active EE | $1,710 | $6,800-74.8% | $6,426-73.4% | $5,609-69.5% |
| Admin fee / account holder | $3,338 | $10,917-69.4% | $9,284-64.1% | $10,828-69.2% |