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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 | $8,186 | $138,075-94.1% | $123,552-93.4% | $135,379-94.0% |
| Participation rate | 56.5% | 84.7%-28.2pp | 82.3%-25.8pp | 82.6%-26.1pp |
| Annual return | -7.03% | 153.70%-160.7pp | 119.20%-126.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $971 | $5,152-81.2% | $4,628-79.0% | $4,779-79.7% |
| Participant deferral / active EE | $1,223 | $6,800-82.0% | $6,426-81.0% | $5,609-78.2% |
| Admin fee / account holder | $778 | $10,917-92.9% | $9,285-91.6% | $10,828-92.8% |