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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 | $9,946 | $138,102-92.8% | $125,381-92.1% | $134,532-92.6% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.0pp | 81.2%-27.9pp |
| Annual return | -20.55% | 750.73%-771.3pp | 572.31%-592.9pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,409 | $5,245-73.1% | $4,815-70.7% | $4,741-70.3% |
| Participant deferral / active EE | $2,431 | $7,801-68.8% | $7,448-67.4% | $6,401-62.0% |
| Admin fee / account holder | $328 | $11,568-97.2% | $10,007-96.7% | $11,429-97.1% |