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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 | $4,768 | $138,075-96.5% | $123,552-96.1% | $135,379-96.5% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | -8.03% | 153.70%-161.7pp | 119.20%-127.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,081 | $5,152-79.0% | $4,628-76.6% | $4,779-77.4% |
| Participant deferral / active EE | $940 | $6,800-86.2% | $6,426-85.4% | $5,609-83.2% |
| Admin fee / account holder | $1,056 | $10,917-90.3% | $9,285-88.6% | $10,828-90.2% |