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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 | $27,576 | $160,059-82.8% | $140,019-80.3% | $135,380-79.6% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.5%-18.7pp | 82.6%-13.9pp |
| Annual return | -7.61% | 911.48%-919.1pp | 651.17%-658.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,276 | $6,420-64.6% | $5,605-59.4% | $4,779-52.4% |
| Participant deferral / active EE | $2,173 | $7,641-71.6% | $6,927-68.6% | $5,609-61.3% |
| Admin fee / account holder | $1,298 | $13,328-90.3% | $10,705-87.9% | $10,828-88.0% |