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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 | $9,079 | $190,879-95.2% | $160,009-94.3% | $134,532-93.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -10.08% | 552.63%-562.7pp | 408.85%-418.9pp | 418.27%-428.4pp |
| Employer contribution / active EE | $858 | $4,995-82.8% | $4,225-79.7% | $4,741-81.9% |
| Participant deferral / active EE | $858 | $6,924-87.6% | $6,183-86.1% | $6,401-86.6% |
| Admin fee / account holder | $40,544 | $10,495+286.3% | $8,715+365.2% | $11,429+254.8% |