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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 | $13,168 | $95,975-86.3% | $74,549-82.3% | $135,379-90.3% |
| Participation rate | 27.8% | 75.7%-47.9pp | 69.1%-41.4pp | 82.6%-54.9pp |
| Annual return | -6.93% | 56.96%-63.9pp | 32.53%-39.5pp | 519.79%-526.7pp |
| Employer contribution / active EE | $524 | $2,716-80.7% | $1,961-73.3% | $4,779-89.0% |
| Participant deferral / active EE | $405 | $3,844-89.5% | $3,108-87.0% | $5,609-92.8% |
| Admin fee / account holder | $4,016 | $6,522-38.4% | $5,059-20.6% | $10,828-62.9% |