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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 | $21,636 | $160,059-86.5% | $140,019-84.5% | $135,379-84.0% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.22% | 911.44%-914.7pp | 651.15%-654.4pp | 519.79%-523.0pp |
| Employer contribution / active EE | $1,636 | $6,420-74.5% | $5,605-70.8% | $4,779-65.8% |
| Participant deferral / active EE | $2,618 | $7,641-65.7% | $6,927-62.2% | $5,609-53.3% |
| Admin fee / account holder | $5,737 | $13,328-57.0% | $10,705-46.4% | $10,828-47.0% |