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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 | $7,051 | $190,879-96.3% | $160,009-95.6% | $134,532-94.8% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -13.73% | 552.63%-566.4pp | 408.85%-422.6pp | 418.27%-432.0pp |
| Employer contribution / active EE | $818 | $4,995-83.6% | $4,225-80.6% | $4,741-82.7% |
| Participant deferral / active EE | $853 | $6,924-87.7% | $6,183-86.2% | $6,401-86.7% |
| Admin fee / account holder | $4,676 | $10,495-55.4% | $8,715-46.3% | $11,429-59.1% |