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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 | $11,220 | $138,114-91.9% | $125,391-91.1% | $134,545-91.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.06% | 750.88%-765.9pp | 572.41%-587.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $2,448 | $5,246-53.3% | $4,816-49.2% | $4,742-48.4% |
| Participant deferral / active EE | $2,448 | $7,801-68.6% | $7,448-67.1% | $6,401-61.8% |
| Admin fee / account holder | $32,096 | $11,570+177.4% | $10,009+220.7% | $11,431+180.8% |