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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 | $1,552 | $88,585-98.2% | $69,884-97.8% | $134,532-98.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -17.24% | 442.80%-460.0pp | 190.81%-208.1pp | 418.27%-435.5pp |
| Employer contribution / active EE | $679 | $3,235-79.0% | $2,560-73.5% | $4,741-85.7% |
| Participant deferral / active EE | $724 | $4,770-84.8% | $3,848-81.2% | $6,401-88.7% |
| Admin fee / account holder | $520 | $10,441-95.0% | $6,266-91.7% | $11,429-95.4% |