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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 | $6,386 | $99,647-93.6% | $86,439-92.6% | $134,509-95.3% |
| Participation rate | 62.5% | 82.1%-19.6pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -16.34% | 6784.13%-6800.5pp | 4395.55%-4411.9pp | 418.13%-434.5pp |
| Employer contribution / active EE | $861 | $4,401-80.4% | $3,769-77.1% | $4,741-81.8% |
| Participant deferral / active EE | $1,892 | $7,246-73.9% | $6,952-72.8% | $6,400-70.4% |
| Admin fee / account holder | $1,176 | $8,373-86.0% | $6,732-82.5% | $11,427-89.7% |