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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 | $18,192 | $180,459-89.9% | $154,108-88.2% | $135,380-86.6% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -4.97% | 888.21%-893.2pp | 735.21%-740.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,882 | $6,035-68.8% | $5,298-64.5% | $4,779-60.6% |
| Participant deferral / active EE | $10 | $5,806-99.8% | $5,081-99.8% | $5,609-99.8% |
| Admin fee / account holder | $1,578 | $16,145-90.2% | $13,411-88.2% | $10,828-85.4% |