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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 | $8,813 | $190,862-95.4% | $159,991-94.5% | $134,509-93.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -19.44% | 552.59%-572.0pp | 408.82%-428.3pp | 418.13%-437.6pp |
| Employer contribution / active EE | $713 | $4,995-85.7% | $4,225-83.1% | $4,741-85.0% |
| Participant deferral / active EE | $713 | $6,924-89.7% | $6,183-88.5% | $6,400-88.9% |
| Admin fee / account holder | $14,311 | $10,495+36.4% | $8,715+64.2% | $11,427+25.2% |