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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 | $17,636 | $135,645-87.0% | $110,243-84.0% | $135,380-87.0% |
| Participation rate | 56.3% | 83.5%-27.2pp | 79.8%-23.6pp | 82.6%-26.4pp |
| Annual return | -5.81% | 513.24%-519.0pp | 314.76%-320.6pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,046 | $4,907-78.7% | $3,827-72.7% | $4,779-78.1% |
| Participant deferral / active EE | $1,477 | $5,507-73.2% | $4,672-68.4% | $5,609-73.7% |
| Admin fee / account holder | $985 | $11,458-91.4% | $8,548-88.5% | $10,828-90.9% |