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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 | $12,196 | $190,916-93.6% | $160,037-92.4% | $134,545-90.9% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.0%-49.4pp | 81.2%-52.7pp |
| Annual return | -18.27% | 552.79%-571.1pp | 408.95%-427.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $900 | $4,996-82.0% | $4,226-78.7% | $4,742-81.0% |
| Participant deferral / active EE | $1,124 | $6,925-83.8% | $6,184-81.8% | $6,401-82.4% |
| Admin fee / account holder | $7,776 | $10,497-25.9% | $8,716-10.8% | $11,431-32.0% |