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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 | $20,519 | $160,059-87.2% | $140,019-85.3% | $135,379-84.8% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.5%-34.2pp | 82.6%-29.3pp |
| Annual return | -3.19% | 911.44%-914.6pp | 651.15%-654.3pp | 519.79%-523.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $402 | $7,641-94.7% | $6,927-94.2% | $5,609-92.8% |
| Admin fee / account holder | $13,764 | $13,328+3.3% | $10,705+28.6% | $10,828+27.1% |