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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 | $10,656 | $133,981-92.0% | $112,249-90.5% | $134,532-92.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.08% | 47.16%-67.2pp | 27.48%-47.6pp | 418.27%-438.3pp |
| Employer contribution / active EE | $3,446 | $4,040-14.7% | $3,636-5.2% | $4,741-27.3% |
| Participant deferral / active EE | $888 | $5,292-83.2% | $4,729-81.2% | $6,401-86.1% |
| Admin fee / account holder | $10,886 | $7,492+45.3% | $6,412+69.8% | $11,429-4.8% |