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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 | $2,182 | $138,114-98.4% | $125,391-98.3% | $134,545-98.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -13.49% | 750.88%-764.4pp | 572.41%-585.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $1,035 | $5,246-80.3% | $4,816-78.5% | $4,742-78.2% |
| Participant deferral / active EE | $1,823 | $7,801-76.6% | $7,448-75.5% | $6,401-71.5% |
| Admin fee / account holder | $2,923 | $11,570-74.7% | $10,009-70.8% | $11,431-74.4% |