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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 | $14,925 | $180,462-91.7% | $154,111-90.3% | $135,379-89.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.70% | 888.17%-893.9pp | 735.18%-740.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $5,364 | $6,036-11.1% | $5,298+1.3% | $4,779+12.3% |
| Participant deferral / active EE | $842 | $5,806-85.5% | $5,081-83.4% | $5,609-85.0% |
| Admin fee / account holder | $17,062 | $16,145+5.7% | $13,411+27.2% | $10,828+57.6% |