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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 | $9,596 | $138,102-93.1% | $125,381-92.3% | $134,532-92.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.69% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,198 | $5,245-77.2% | $4,815-75.1% | $4,741-74.7% |
| Participant deferral / active EE | $90 | $7,801-98.8% | $7,448-98.8% | $6,401-98.6% |
| Admin fee / account holder | $453 | $11,568-96.1% | $10,007-95.5% | $11,429-96.0% |