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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 | $17,297 | $138,075-87.5% | $123,552-86.0% | $135,379-87.2% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -2.43% | 153.70%-156.1pp | 119.20%-121.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $1,553 | $5,152-69.9% | $4,628-66.5% | $4,779-67.5% |
| Participant deferral / active EE | $1,925 | $6,800-71.7% | $6,426-70.0% | $5,609-65.7% |
| Admin fee / account holder | $6,025 | $10,917-44.8% | $9,285-35.1% | $10,828-44.4% |