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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 | $8,465 | $190,879-95.6% | $160,009-94.7% | $134,532-93.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -20.10% | 552.63%-572.7pp | 408.85%-428.9pp | 418.27%-438.4pp |
| Employer contribution / active EE | $658 | $4,995-86.8% | $4,225-84.4% | $4,741-86.1% |
| Participant deferral / active EE | $1,063 | $6,924-84.6% | $6,183-82.8% | $6,401-83.4% |
| Admin fee / account holder | $845 | $10,495-91.9% | $8,715-90.3% | $11,429-92.6% |